Client & Care Management

Assessment Tools

• Assessments Overview
• Guided Search
• Highlighted Search
• Program Recommendation Summary (PRS)
• Kiosk Mode Overview

Client and Care Management Tools

• People I'm Helping Dashboard
• Seeker Profiles
• Assigning Seekers to Staff
• Data Collection Forms
• Goals
• Inbound Referrals Dashboard

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Client Information

• Households
• Profile Personal Information
• Documents
• Forms

Collaboration & Efficiency Tools

• Team Navigation/Sharing
• Navigation Notes & Cross-Organization Communication
• Seeker Context

FAQ

• What does each referral status mean?
• Why isn't contact information showing in Inbound Referrals?