User type: Uncategorized

Filter Clients

Create Referral

Interact with Client Details

I want to record name and date of birth

I want to record that the client has given consent

I want to confirm appropriate methods of contact

I want to add the sending organisation, issues and timeframe

I want to select which organisations I want to refer my client to

I want to see recommended organisations based on the previously selected issues

I want to fill out a configurable questionnaire containing relevant questions related to the specific issues provided

I want to see a summary of the referral details provided

I want to be taken to the sent referrals section

I want to view all sent and received referrals

I want to be able to search and filter my referrals

I want to see a list of all the organisations in my network

I want to be able to search and filter all organisations in my network

I want to toggle between list and grid view

I want to be able to add new organisations to my network

I want to add the name, address and capacity of the new organisation

I want to add the contact information and website URL for a new organisation

I want to add the details of the social media profiles used by an organisation

I want to see the organisation profile that’s been created

I want to add staff profiles to organisations

I want to collect contact details, role and position

I want to view reports on various statistics from my user account

I want to access a range of tools to personalise my profile

I want to add organisation details, integrations and client info

I want to automate my workflow

I want to edit the terminology used by my organisation on the system

I want to configure the statuses and response types for a number of questions

I want to archive settings that I no longer need

I want to view all of my personalised settings

I want to add specific changes to each type of field response criteria

I want to see all the users registered to my organisation in one list

I want to see user type, active status, created date and last login

I want to see which users are active and inactive in separate list views

I want to view all users that are awaiting approval in a separate list view

I want to filter the list of users in my organisation

I want to add new users to my organisation

Search Clients

Accept Referrals

Send a Message

Search Inbox

New Referral Request

Mailbox Categories

Select Organisation

Inbox Display Items

Bulk Mail Item

I want to log out from my workspace

I want to view my user profile details and access permission level in the header

I want to see statistics about my organisation’s workflow in a dashboard that’s simple to navigate