8.31.2021 - Profile Summary: Add Notes and Update Referral Status
The “Summary” includes:
A Seeker’s personal information such as their name and contact information (if provided)
A chronological list of a Seeker’s referrals, their statuses, and referral notes
A link to the Seeker’s full profile where you can view and interact with goals, documents, households and more
On the Dashboard, Navigators can click the "Summary" button next to each Seeker to view their Profile Summary. Additionally, Navigators can update the status of the referral and add a referral note.