Advocate Care Report

Live This report reads directly from Trellis. Reload the page to see the latest data.

Name ↕ Name contains	Status ↕ Status Active Prospect Inactive Did Not Onboard	Sub-status ↕ Sub-status	Birthday ↕ Birthday window From (month/day) To (month/day)	Email ↕ Email contains	Phone Phone contains	Last note ↕ Note recency	Coordinator ↕ Coordinator

Export Advocate List

This export contains protected health information (PHI) and personally identifiable information (PII) about program participants. It is subject to HIPAA and ĒMA data use policies.

Acknowledgment of Responsibility

This export contains confidential advocate information. You are authorized to access this data for program purposes only.

You must not share this file with unauthorized parties, use it for purposes outside of ĒMA program activities, or store it on unsecured personal devices.

Any suspected breach must be reported immediately to your supervisor and ĒMA leadership.

I acknowledge my responsibility for the safe handling of this data and confirm I am authorized to export it for ĒMA program use.