Uphams Bridge — Staff

Sign in

Use your TWT username (first letter of first name + last name @twt.org).

Username Password

Set password

First time signing in? Set your password. Your username must already be in the staff list.

Username New password (min 8 chars) Confirm password

Welcome, volunteer

Quick check-in so we can attribute the records you create today.

Your name Email Organization

Dashboard

—

Active contacts

—

Goals (Uphams)

—

Goals (JPNDC referrals)

—

Events upcoming

—

Gift cards issued

Goals by owner

Goals by LLWCP outcome

Recent JPNDC referrals

Loading…

Recent registrations

Loading…

Boston neighborhoods

Events

New event

Event name Type

Start End

Location Description

Organizations

Departments and partner organizations used by events and referrals. An organization can only be deleted once nothing points at it.

Participating organizations

Organization

New org / department name Type

Details

Interactions logged

Registered attendees

Contacts

Type any part of a name, phone number, or email. Multiple words narrow the list.

My activity

Recent records

Inquiries

People who showed interest. Convert to a Contact when ready.

New inquiry

First name Last name

Phone Email

Street

City State Zip

Source Preferred language Notes

Inquiry details

Possible match found

We found contacts that might be the same person. Link to one, or create a new Contact.

Contact info

First name Last name

Phone DOB

Email Street

City State Zip

Preferred language Other language Client status Do not contact again Agreed to receive SMS / text messages Agreed to receive email

Activity

Details

Uphams goals

New goal

Outcome

Sub-activities (pick any)

Measurement response Goal name

JPNDC goals read-only

TWT eligibility assessments

Events attended

Client sessions

Session type Date

Outreach outcome

Notes *

Gift cards

Amount ($) Card type

Date issued Card last 4 (optional)

Reason / program

Referrals

Organization

New org name New org category

Referral date Reason / category

Notes

New TWT eligibility assessment

Mandatory (all four must be Yes)

1. Resides in Dorchester or Roxbury Yes No

2. Age 18+ (or 15+ for YA Advisory Group) Yes No

3. Interest/motivation in improving health and financial wellness Yes No

4. Commits to 3–6 month coaching/care plan Yes No

At least one of these must be Yes

5. Uninsured, or uncertain of insurance enrollment Yes No

6. No PCP, or no PCP contact in last 18+ months Yes No

7. Needs employment / career coaching Yes No

8. Needs personal finance coaching Yes No

9. Interested in entrepreneurship / small business Yes No

10. Finance-related stress, anxiety, or depression Yes No

Outcome

Assessment date Eligibility outcome Notes

New contact

First name Last name

Phone DOB (optional)

Email (optional) Street

City State Zip

Preferred language

Enroll

Pick an event to register this contact for.

QR code

Anyone who scans this lands on the public intake form pre-tagged to this event. Print it, share it in WhatsApp, drop it on a flyer.

Register attendee

Don't see them?

New contact

First name Last name

Phone DOB (optional)

Email (optional) Preferred language

Registering:

Already registered

Recent history

Loading…

Interest areas (pick any)

Financial / Career Budgeting, credit, savings, debt, ESL, job training, resume, career planning, benefits screening.

Health / Social Physical or mental health, food access, housing, family support, community connection, insurance.

Other Anything else — describe in notes.

Notes (optional)