User Training

Download the QuickStart Guide HERE.

1. Navigating the Platform

For full screen viewing, click here.

2. Making Connections

For full screen viewing, click here.

3. Messaging Outside of Patient Context

For full screen viewing, click here.

4. Managing Personal Account Settings

For full screen viewing, click here.

5. Sending a Referral

For full screen viewing, click here.

6. Manually Adding a Patient

For full screen viewing, click here.

7. Receiving and Reassigning a Referral

For full screen viewing, click here.

8. Working a Referral

For full screen viewing, click here.

9. Concluding a Referral

For full screen viewing, click here.

10. Generating a Referral Summary

For full screen viewing, click here.

11. Community Coordinations

For full screen viewing, click here.

12. Introductions

For full screen viewing, click here.

 

 

 

Admin Training 

Download the ADMIN QuickStart Guide HERE.

1. Creating an Organization

For full screen viewing, click here.

2. Editing an Organization

For full screen viewing, click here.

3. Adding a Subgroup (Medical Organizations Only)

For full screen viewing, click here.

4. Preferences (Medical Organizations Only)

For full screen viewing, click here.

5. Adding Staff

For full screen viewing, click here.

6. Notifications

For full screen viewing, click here.