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Click View under Active Clients. A list of Clients that have been activated in the project is displayed.
Click a Client ID to access the Client's Dashboard.
30 Day Check-In
Click View under 30 Day Check-In. A list of Participants with active enrollments who have not had a note tagged as “Progress Note/check-in”, “Sober Home”, or “Miscellaneous” in the past 30 days are displayed. The tracker can be filtered by Coordination Location (multi-select) and by Coordinator (multi-select). It includes the following information: Client ID, Client Name, client phone & email, Coordinator name & location, intake date, disenrollment date, and date/creator/type of last check-in note. The columns can also be sorted ascending or descending by clicking on the column header.
Click a Participant ID to access the Participant’s Dashboard.
Referrals
Click View underneath the icon. A list of clients active in the project that do not yet have an accepted or declined referral is displayed.
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