Engage now allows you to include more than one case note per engagement, allowing you to continue to add notes during or after you work with a client. A preview is below, you’ll notice the following changes. Note: Some older email clients will now show the animated preview in your email client, in those cases, […]
A new required field called “release type” now displays one of three options. – Written: Will show the signature field as in prior versions– Verbal: Will allow the collection of a verbal data sharing agreement– Declined: Client has refused to sign a data sharing agreement– Not Obtained: Client has refused to sign a data sharing agreement. Additionally, the […]
Find by 3rd-Party Client IDs We’ve added the ability to find clients by IDs from other linked systems in the standard Find Client search throughout Engage. Now your case manager can search by a unique client ID from other systems linked by our data sync engine, currently in Beta. Approximate Age Help Text When Approximate […]
We’ve launched our first report for our end users. The Engage Activity Report will now give you an overview of your staff’s Engage usage across one or all your organizations. If you need access to this report as a manager, please lodge a helpdesk ticket request. The report offers the following details. Summary Page Detail […]
As Engage contains more and more data, our users started to some slowdowns when loading client profiles with many engagements and casenotes, we’ve optimized the loading of these elements and reduced rendering time on your screens by showing only the first ten casenotes and engagements on the profile screen. Simply click “Load More” to browse older […]