The upgrade includes:
Features to help you to manage re-referrals
Better management of clients who are working with multiple team members
Improvements to the reliability and clarity of data
A cleaner and more intuitive user interface
To help you to transition smoothly to the new interface we have created this short training video:
You can also click on any of the links below to register for a 30-minute training webinar:
Date | Time | Host | Link |
Thursday, 16 Oct | 14:00 - 14:30 | Courtney | |
Tuesday, 28 Oct | 09:00 - 09:30 | Courtney | |
Friday, 31 Oct | 12:15 - 12:45 | Jo | |
Tuesday, 4 Nov | 12:00 - 12:30 | Ji | |
Wednesday, 5 Nov | 10:00 - 10:30 | Sonja | |
Friday, 7 Nov | 11:00 - 11:30 | Sonja |
As you get started with the new interface and small changes to workflows, you may find these guides helpful.
If you need any further help, please contact our team via [email protected]