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Course Info and Navigation Instructions
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Intro to Intake Central
- Intake Central: The Referral Entry Process
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Intro to the Referral Dashboard
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How to Add a New Referral
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Adding or Assigning a Task: Complete Documentation
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How to View and Edit a Task
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Adding an Attachment
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Adding or Assigning a Task: Readiness Call
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Quiz: Intake Central - Referral Entry Process
- Wrap Up
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Course Completed
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Course Feedback
Introduction to Intake Central for Sales Users
An introduction to Intake Central for Sales Users
With Intake Central, agencies can manage their referral intake process all in one place. Referrals are received and processed in one centralized platform and are submitted directly to Back Office upon completion of Intake. In this course, Sales users will learn how to use Intake Central to add new referrals and assign tasks to Intake Representatives.