Overview
The People I’m Helping Dashboard and Seeker Profiles enable you to keep track of the people you are helping, and how you are helping them.
Table of Contents
How it Works
The People I’m Helping Dashboard is a dashboard and search page where you see a list of people you have helped via:
- Referrals you've made
- Referrals you've received or added (Programs)
- Assessments you've made
To access the People I'm Helping Dashboard, from the main menu choose People I’m Helping > People.
From here, you will see a list of the people that you're helping and key information about them. Using the search, you can locate specific individuals by name or email address.
Once you have located the person you are helping, you may refer them to additional programs, or access their Seeker Profile to view or track updates for how you're helping that person.
Enterprise Customers, or Customers with Custom Seeker Profile Fields enabled, will have additional search, display, and filtering options.
Columns
Most of the columns on the People I'm Helping Dashboard are fields in the Seeker Profile. Enterprise Customers can request Custom Seeker Profile Fields to capture additional information. These fields can also be displayed as columns on the People I'm Helping Dashboard.
If you would like to display additional columns, please reach out to your Customer Success Manager.
Standard Columns
Standard fields include:
- Name - The first and last name on the Seeker Profile.
- Refer - A link that starts a program search in seeker context for that Seeker.
- Summary - Open a summary of the Seeker Profile.
- Email - The email address on the Seeker Profile.
- Phone number - The phone number on the Seeker Profile.
Additional Columns
Enterprise customers can request additional Custom Seeker Profile Fields. Common fields include:
- Unique Identifiers like an ID number or MRN
- Date of birth
- Street address
- Preferred language
To create additional fields/columns, please reach out to your Customer Success Manager.
Filters
By default, users may filter the People I'm Helping Dashboard by Follow-Up Date, which can be set in the Seeker Profile.
Enterprise Customers that add additional Custom Seeker Profile Fields to the Seeker’s profile will have additional filtering options.
Any discrete fields such as dates or drop downs will create additional filtering options. Free text or short text fields are not currently searchable/filterable.
For example, you can search for a patient ID. You can also filter by Custom Seeker Fields like date of birth, navigation status, and more. Check out the Custom Seeker Profile Fields section on the Profile Personal Information article to understand how these work.
Sorting
All columns can be sorted by clicking on the column name.
Summary
Open a summary view of a Seeker’s Profile directly on the People I’m Helping Dashboard.
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
- Ability to update the Referral Status
- Ability to add a new Referral Note
- A link to the Seeker’s full profile where you can view and interact with goals, documents, households and more
Flagging Seeker Profiles
Seeker Profiles can be flagged for follow up and will remain at the top of the list on the People I’m Helping Dashboard. This is a site-wide setting, meaning the Seeker Profile will be flagged for all users who have access to that profile.
To flag a profile:
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Navigate to a Seeker Profile by clicking on a name
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In the top right-hand corner you can click the flag button
The flag can be removed in the same way it was applied.
Searching for Programs for Seekers
The Refer column has a link for each row that starts a program search in seeker context for that Seeker.
