Streamline Intake with Workflow
Manage how your workflow displays in the Referral Inbox.
2 articles in this collection
Written by Abby Vandergeest
Written by Abby Vandergeest
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
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