Manage Clients & Log Referrals

Searching for Resources Using Client Profiles

Written by Steven Ogando
Updated over a week ago

Add a Client

Keep track of the clients you're working with

Written by Steven Ogando
Updated over a week ago

Assign a Client Profile

Assign a client profile for filtering purposes

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.

Written by Steven Ogando
Updated over a week ago

Find Clients and Apply Filters

Filter your client database

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

Written by Steven Ogando
Updated over a week ago

Client Merge

Report duplicate client records

Written by Steven Ogando
Updated over a week ago

Screen a Client

Understand your clients' social needs through SDoH screenings.

Written by Steven Ogando
Updated over a week ago

Attachments

Upload file attachments to referrals

Written by Steven Ogando
Updated over a week ago

Log an Out-of-Network Referral

Log a referral for an out-of-network organization

Written by Steven Ogando
Updated over a week ago

Closed-Loop Logged Referrals

Written by Steven Ogando
Updated over a week ago

How does WellSky keep patient/member data safe?

Written by Steven Ogando
Updated over a week ago

Receiving Closed Loop Referrals from WellSky

Written by Steven Ogando
Updated over a week ago

Algorex Social Risk Scores

Written by Steven Ogando
Updated over a week ago