New Feature: Lists
Lists: An Overview
Engage now has the ability to assign one or more lists to a program. Clients can be added to or removed from lists. This feature has been designed to be flexible and can be used to track things like special sub-populations, meeting attendance, bedlist usage and more!
We’re first rolling this feature out for cold weather shelters and warming centers to track usage. Currently lists must be created by Nutmeg staff, but feature releases will allow your organization administrators and case managers to create both personal lists, only viewable to you and shared program lists, visible to anyone working under the same program as you.
This first release features
1) Switch quickly between lists via the main menu or the lists shortcut icon
2) Select multiple clients and perform various actions at once such as performing a location assessment or a shelter bed night stay.
3) Real-Time update across devices of list activity. A change made to a shared list is reflected immediately on all devices, to help avoid double entry when several staff are checking in clients.
4) Add a client to a list directly from the new client creation workflow
5) Add/Remove a client to a list from their profile page
6) Record a Bed Night or Warming Center service and engagement (configurable services coming soon!)
7) Special Bed Night and Warming Center service icons are displayed when a service is detected for the current day so you’ll never try to check in the same client twice.
