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Manage Clients & Log Referrals
Manage Clients & Log Referrals
Screen clients and log referrals
14 articles in this collection
Written by
Steven Ogando
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