Streamline Intake with Workflow
Manage how your workflow displays in the Referral Inbox.
5 articles in this collection
Written by Abby Vandergeest and Rachel Shelswell
Written by Abby Vandergeest and 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 this week
Updated this week
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 this week
Updated this week
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 Abby Vandergeest
Updated over a week ago
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 this week
Updated this week
Show Relevant Workflow Icons
Organization Administrator - Learn how to display relevant workflow icons in your referral inbox.
Written by Abby Vandergeest
Updated over a week ago
Updated over a week ago