Caredove

Learn how to Edit, Resend, Expire, & Register invitations to registrants or families.

Master Advanced Invitation Functions

Learn what do to when your organization receives a non-booked referral.

Manage Non-Booked Referrals

A guide for the HSP Intake personnel to understand their processes within Caredove.

CRM: HSP Process

Rachel Shelswell

Jeff Doleweerd

View and manage your Caredove referral inbox and outbox.

Receiving & Sending eReferrals

View, access and make changes to sent referrals via the Outbox

Referrals I Sent

View, access and make changes to received referrals via the Inbox.

Referrals I Received

Navigate to your inbox to view your waiting referrals.

Open the Referral Inbox

Learn how to archive a referral from your referral inbox.

Archive a Referral

Referral Basics

Learn how to create, populate, and review workshops.

Virtual Workshops

Discover how Facilitated Referrals work without a Referral Delegate

Understand Facilitated Referrals

Learn how to connect your virtual meeting account to send unique virtual meeting links with your calendar appointments.

Integrate your Zoom Account to Caredove

Types of Referrals

Learn how to find and use the CHRIS integration to send referrals to Caredove.

Master the CHRIS Integration

Learn how to transfer registrant information to another referral.

Refer Again

Learn how to assign, edit or change the the Provider.

Assign a Provider to a Referral

Learn how to edit a registrant's Personal Health Information (PHI) from your referral inbox.

Edit Registrant Information

Learn how to attach a note or a message to the referral

Communicate within the Referral

Update the status of your past referrals. Close the loop, let the referrer know the outcome.

Set Outcomes for Referrals

Learn how to reschedule or cancel a booked appointment

Reschedule or Cancel Booked Referrals

Received a referral in error, or a registrant requested to cancel their appointment? Use Revoke to remove the PHI.

Revoke a Referral

Learn about the routing function, if it will work for your agency, and how it's used.

Route a Referral to a Partner Agency

Referral Actions

Allow clients to book an appointment at their own convenience.

Invite a Registrant

Book or send a referral within your organization.

Refer Internally

Learn how to search within your referral inbox.

Advanced Search For Specific Referrals

Learn how to save services for quick and easy access.

Save and Refer to your Favourite Services

Tips & Tricks

Organization Administrator: Ensure someone at your organization receives notifications for referrals.

Invite a Referral Delegate

Organization Administrators: learn how to invite your staff to send referrals to organizations across trusted networks.

Invite a Network Referrer

Invite people from other organizations to refer to your services.

Invite External Referrers

Administrators can learn how to update or edit details to an invitation they previously sent.

Referral Basics

Types of Referrals

Referral Actions

Tips & Tricks

Referral Invitations