Manage Clients & Log Referrals

Screen clients and log referrals

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14 articles in this collection
Written by Steven Ogando

Searching for Resources Using Client Profiles

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Written by Steven Ogando
Updated over a week ago

Add a Client

Keep track of the clients you're working with
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Written by Steven Ogando
Updated over a week ago

Assign a Client Profile

Assign a client profile for filtering purposes
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Written by Steven Ogando
Updated over a week ago

Goals and Needs

This enables you to highlight SDoH needs of members, document goals, and track progress of social interventions.
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Written by Steven Ogando
Updated over a week ago

Find Clients and Apply Filters

Filter your client database
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Written by Steven Ogando
Updated over a week ago

Sort Your Client List

Quickly sort your list of clients by Last Name, Date of Birth, or Last Screen Date
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Written by Steven Ogando
Updated over a week ago

Client Merge

Report duplicate client records
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Written by Steven Ogando
Updated over a week ago

Screen a Client

Understand your clients' social needs through SDoH screenings.
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Written by Steven Ogando
Updated over a week ago

Attachments

Upload file attachments to referrals
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Written by Steven Ogando
Updated over a week ago

Log an Out-of-Network Referral

Log a referral for an out-of-network organization
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Written by Steven Ogando
Updated over a week ago

Closed-Loop Logged Referrals

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Written by Steven Ogando
Updated over a week ago

How does WellSky keep patient/member data safe?

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Written by Steven Ogando
Updated over a week ago

Receiving Closed Loop Referrals from WellSky

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Written by Steven Ogando
Updated over a week ago

Algorex Social Risk Scores

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Written by Steven Ogando
Updated over a week ago