8.13.2021 - Profile Summary
We have added a Profile Summary to 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
- A link to the Seeker’s full profile where you can view and interact with goals, documents, households and more
On the Dashboard, Care Managers can click the "Summary" button next to each Seeker to view their Profile Summary.