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

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 Abby Vandergeest
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 Abby Vandergeest
Updated over a week ago