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Ali Ryder 🧑‍💼 Staff 👈 Referrals Project

Community Call Summary

Small and quiet group today... we talked about:

  • Avocado 🥑

  • Activity status not updating + clients approaching activity report

  • Help desk ticketing software

  • What's up with the Referred From and Referred To fields on Case Management and Housing Placements?

  • Power BI versus Crystal Reports

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Ali Ryder 🧑‍💼 Staff 👈 Referrals Project

Community Call Summary

Several new faces today! Lovely to see you all. Today we discussed:

  • Identification - some legal concerns about whether allowing users to upload identification was a good idea or not, and what policies communities had to diminish the concerns

  • Computer security requirements - yeah really! We got into the weeds.

  • Transitional - should they show up on your priority list? I wrote a blog post about this before

AR
Ali Ryder 🧑‍💼 Staff 👈 Referrals Project

Community Call Summary

Here's what we talked about today:

  • Nancy is having troubles with clients not going inactive after updating to 60.5

  • Ashley in York is new, and we all said hi. She had some questions about a case management bug.

  • Pero wanted to know about secondary rights and optimizing rights templates

  • We also discussed Group Activites and their optimal use

  • And health information too! What a busy conversation