Partner Community User Newsletter

Welcome Partners,

We are pleased to launch the first edition of the Partner Community Newsletter. In each edition, we’ll share the latest happenings, such as new features, bug fixes, and CIE care coordination platform improvements.

We've got news. In September, you can expect an improved client search, referral search, and more.

Take a look.

Coming Soon!

Enhanced Referral Search

Finding Resources in the 211/CIE database will have a new look and feel.

Highlights

New layout and color palette
Better results with pre-populated filters like age and location
More service details are displayed in the results

New Features

More filter options on the left panel; Categories, Resource Filters, and Target Populations
When the location is available, results are automatically sorted by distance
Locate a map view of the search results using the globe icon

Tip:

Click "More Info" on a search result to view more details.

Client Search

The steps to find a client will be clearer. As will, creating a new client.

Highlights

Simplified Search Client layout
Separate Create New Client tab
Guided process to Create Clients

New Features

Search results now include: Mobile, Home, and Main Phone Numbers to increase the possibility of a client match
Ability to capture a digital signature, see video example
Ability to create a record and document consent for a minor under 17 years or younger with parental consent

Search Clients

Create New Clients

Tip:

To authorize a client you need a minimum of First and Last name, Date of Birth, and one of the following: Last 4 of SSN#, 4-digit PIN, phone number, or email.

Privacy Tab

Update a client’s consent status in fewer steps.

Highlights

Improved process to add a New Authorization, Revoke, and Renew consent records

New Features

A Digital Signature method allows a client to sign an Authorization form in real-time

Tip:

Tired of that warning message to update the Privacy tab? Select New Authorization to upgrade the client’s consent type. Watch this video to see how.

Learn About the New Changes

Last week, we hosted several demos and delved into the upcoming Partner Community enhancements.

If you missed it, and you’d like to schedule a session for you or your team, reach out to the CIE team at CIEHelpdesk@211sandiego.org or you can book a training online here.

Email CIE Team

Book Training

What You Can Expect

More newsletters and e-learnings are on the way. As always, let us know if you encounter system bugs or need support. Report issues by sending a screenshot or recording to the CIE Helpdesk.

Stay tuned!

Who We Are

Stay Connected

www.ciesandiego.org / ciehelpdesk@211sandiego.org

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