See what needs review, keep conversations together and give colleagues the context they need.
The rebuilt Inbound referrals area separates work into Awaiting, Triage and Past views. Your team can filter the queue, see how long a referral has been waiting, assign a colleague and record a decision.
Once support begins, the reorganised client profile brings the client’s summary, details, cases, records, outreach, services, wellbeing, forms and medical record into clear tabs. Searchable records, reusable templates, structured consultations and file attachments help colleagues leave useful context rather than relying on a verbal hand-over.
Here is a short video on the new triage feature