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 |
Monday, 3 Nov | 11:00 - 11:30 | Courtney | |
Tuesday, 4 Nov | 12:00 - 12:30 | Ji | |
Wednesday, 5 Nov | 10:00 - 10:30 | Sonja | |
Thursday, 6 Nov | 12:00 - 12:30 | Alessandro | |
Friday, 7 Nov | 11:00 - 11:30 | Ji | |
Monday, 17 Nov | 11:00 - 11:30 | Courtney |
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]