Manage Clients & Log Referrals in Healthify | Knowledge Base

Manage Clients & Log Referrals in Healthify

Screen clients and log referrals

9 articles in this collection
Written by Steven Ogando

Add a Client

Keep track of the clients you're working with

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 directly in Healthify

Written by Steven Ogando
Updated over a week ago

Screen a Client

Understand your clients' social needs through Healthify 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 a Track Referral

Log a referral for an out-of-network organization

Written by Steven Ogando
Updated over a week ago

Client Sharing

How is Client information shared within Healthify

Written by Steven Ogando
Updated over a week ago

How does Healthify keep patient/member data safe?

Written by Steven Ogando
Updated over a week ago