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Streamline Intake with Workflow

Streamline Intake with Workflow

Manage how your workflow displays in the Referral Inbox.

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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.
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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.
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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.
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Written by Rachel Shelswell
Updated over a week ago

Understand Sub-Status Classifications

Learn how to classify your sub statuses to best describe flow.
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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.
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Written by Rachel Shelswell
Updated over a week ago
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