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, […]
We’ve added the ability to monitor the the capacity usage of cold weather shelters and warming centers by adding an information bar to the top of lists configured as cold weather shelters or warming centers. Three different statuses are available. “Under Capacity” which lists the # of people on the list with the appropriate warming […]
You now have the ability to add a bed check-in or warming center stay easily on previous days. This feature is useful for doing back data entry quickly and efficiently without having to visit each client record individually, saving you hundreds of clicks. We’ve made it easy to add people from your current caseload, bed […]
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 […]
You now have the ability to browse the list and service history for shelter/warming centers. Choose any date and see who was checked in on a given date. It’s a great way to view potential omissions and glance at a previous day’s usage and attendance.
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 […]
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 […]
We’ve added a real-time bed availability dashboard inside Engage! You can now see the organization, program and list information, including available capacity in real-time. Outreach works can take advantage of this during cold days when referring clients to a shelter or warming center to provide the most up-to-date information. Your organization MUST enter data in […]
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 […]
Protecting your data is our top priority and to ensure your account and client data remains secure against increasingly sophisticated cyber threats, we are excited to announce the launch of Multi-Factor Authentication (MFA). What is MFA? Multi-factor authentication is a security process that requires you to provide two or more verification factors to gain access […]
- 1
- 2