Intake and Scheduler

Users assigned with Intake & Scheduler Access are granted permissions to support patient onboarding and scheduling workflows. They have access to the following:

Patients Portal

Referral: Allows the entry and management of new referrals for incoming patients. – New Patients: Supports intake of newly admitted patients and completion of their onboarding details. – Census: Provides access to the full patient list for tracking patient status and placement.

Workflow Portal

Schedule: Enables scheduling and management of provider appointments and visit assignments. – Operation: Supports coordination of day-to-day operational tasks related to patient care. – Progress Notes: Allows documentation or review of progress notes as part of intake and scheduling workflows.

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