Additional Control Over Assessments and Flows in Member Admin

We are pleased to announce upcoming enhancements to the Assessments and Flow tabs within the Member Admin section of Engagement Rx. These updates are designed to provide coaches and admins with greater control and flexibility in managing assessment records and flow responses for participants.

Key Enhancements

Flows:

• Enhanced Flow Management: Admins can complete a flow on behalf of a participant or delete a flow response for a specific date, enabling better management of participant progress and response records.

Assessments:

• Admin Control Over Assessments: Admins will now have the ability to directly add or delete an assessment record for a participant on a specific date. This added flexibility allows for more accurate record-keeping and tailored assessment scheduling based on participant needs.

Audit Log Enhancements

• Member Audit Log Entries: To ensure transparency and maintain detailed records of administrative actions, every addition, completion, or deletion of assessments and flow responses will automatically be logged in the member audit log. This feature helps track changes and provides a clear audit trail for compliance and monitoring purposes.

These updates are intended to empower admins and coaches with more direct control over the participant data, enhancing the ability to provide personalized support and accurate participant tracking.

Benefits for Coaches and Admins

• Flexibility and Control: Directly manage assessment and flow data to better align with participant progress and intervention strategies.

• Accurate Record-Keeping: Maintain precise and up-to-date records with the ability to adjust entries as needed.

• Increased Transparency: Detailed audit logs for all changes ensure accountability and clear tracking of modifications.