Training Plan: ReferralQ & Provider Portal

Training Plan: ReferralQ & Provider Portal

ReferralQ & Capacity Tracking:

  1. Manage ReferralQ (Create, Edit, Delete)
  2. Assign Contact Records to ReferralQ
  3. Assign ReferralQ Resources Directly from Contact Form
  4. ReferralQ Dashboard
  5. ReferralQ Statistics & Reports
  6. ReferralQ Resource Capacity

Provider Portal:

  1. Manage Provider Portal Accounts
  2. Provider Portal User Training

Training Webinars:

  1. ReferralQ & Capacity Tracking and Provider Portal

    • Related Articles

    • Training Webinar: Managing your ReferralQ and Provider Portal

      During this training participants will learn: Questions you need to ask yourself before you get started Different ways to set up the ReferralQ Settings related to your ReferralQ When to use the Provider Portal Settings related to Provder Portal

    • Provider Portal User Training

      How to use the iCarol Provider Portal The iCarol Provider Portal complements the iCarol ReferralQ by giving community-based organizations direct access to receive referrals and/or update their program's capacity. The Provider Portal supports warm ...

    • Training Webinars: ReferralQ & Capacity Tracking and Provider Portal

      ReferralQ & Capacity Tracking and Provider Portal features. During this webinar, participants will learn: What is the ReferralQ & Capacity Tracking feature? What is the Provider Portal feature? How can these features be used together? What are some ...

    • Manage Provider Portal Accounts

      What is the Provider Portal? The Provider Portal complements ReferralQ by giving your community based organization partners secure, direct access to view and update authorized ReferralQ information. With the Provider Portal, your community based ...

    • ReferralQ Dashboard

      Using the ReferralQ Dashboard The ReferralQ Dashboard is available to Administrators and those with the Advanced Security Permission enabled. From the ReferralQ Dashboard, users can view and assign Contact Records to available Resources/Providers, ...