We will need staff names, email addresses, highest level of education, any endorsements or certifications, supervisor, and job titles to create user accounts. Your staff will have either open manager access, or General access that allows staff to only see their cases and work, no one else’s. If you have any staff that will need manager level access, please also indicate that with the above staff information, otherwise we will just assign staff General level access.

We would like to have a list of some of the specific agencies that you expect to send referrals to such as WIC, physicians, clinics, employment office, dental clinics etc. You may be able to take a resource list published by the area health council to make this easier. Some programs have used a similar list and just marked agencies to be entered into the database. We will do the entry into the database initially and show you how to add to the provider list in the future.