HPA2 Client Portal

This article explains the functionality of the Client Portal within HPA2.

TABLE OF CONTENTS

• What is the Client Portal
• Adding Client Tasks
• Adding a Client Task to a case
• Client View

What is the Client Portal

The Client Portal is where clients access their Personal Housing Plan (PHP). Its functionality has been expanded to allow tasks in the workflow to be assigned to clients for completion.

Note: The expanded functionality of the Client Portal is not a standard feature of HPA2 but can be enabled for a small deployment fee. To discuss the Client Portal, please contact your Account Manager or email [email protected]

Adding Client Tasks

By default, tasks in the system are set for user completion, not client completion. To assign a task as a Client Task, a local Super User must:

1.    Go to 'Settings'

2.    Click on 'Tasks'

3.    Select 'Cases'

1.    Select the task

2.    Scroll down and change the 'Client Task' option to 'Yes'

3.    Click 'Save'

Adding a Client Task to a case

To include Client Tasks in a workflow you can simply add the relevant tasks to the workflow as you normally would.

Note: These tasks can still be completed by the officer if necessary. However, usually the client will complete them.

Client View

When a Client Task is added, the client will receive a notification prompting them to log in to the portal to complete the task.

1.    Once they have logged in, they will navigate to 'Questions' and click 'Answer Questions'

2.    The client will then fill in the information and submit their answers. After that, users will be able to see their answers in the workflows on the back office.