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Streamline Intake with Workflow
Streamline Intake with Workflow
Manage how your workflow displays in the Referral Inbox.
5 articles in this collection
Written by
Rachel Shelswell
Understand the Requested Referral Process
Learn what it means for a referral to be 'requested' and if it will work for your agency's workflow.
Written by
Rachel Shelswell
Updated over a week ago
Understand the Ready Referral Process
Learn what it means for a referral to be 'ready' and if it will work for your agency's workflow.
Written by
Rachel Shelswell
Updated over a week ago
Configure Custom Statuses & Flags
The referral inbox has the ability to track outcomes and sub-settings; each can be customized for your organization.
Written by
Rachel Shelswell
Updated over a week ago
Understand Sub-Status Classifications
Learn how to classify your sub statuses to best describe flow.
Written by
Rachel Shelswell
Updated over a week ago
Show Relevant Workflow Icons
Organization Administrator - Learn how to display relevant workflow icons in your referral inbox.
Written by
Rachel Shelswell
Updated over a week ago