Access Center Dashboard

This screen is used by the Access Center to aggregate clients wanting services and Intake appointments waiting to be filled....

August 14th, 2023 495 views 0 likes

Add New AC History

August 24th, 2023 308 views 0 likes

Search

What does it do? This is the primary tool to find, add and reopen clients in Neo.     The criteria...

August 28th, 2023 259 views 0 likes

Make A Call

This feature assists users in contacting clients with a few simple clicks.   Once the intended client is loaded onto...

August 30th, 2023 379 views 1 likes

TSO - Telephone Support Only

TSO Date : The effective date the client is closed to the agency. Reason : Code explaining why the client...

August 30th, 2023 310 views 0 likes

Issues

This screen defines the issues the client is seeking services for.   From the Access Dashboard , once the intended...

August 31st, 2023 338 views 0 likes

Referral Import

You'll find Referrals listed under the Access Center tab.   The referrals page shows: Edit :  Select a referral for...

September 1st, 2023 330 views 0 likes

Preferences

Clients may have preferences for where they would like to be seen or who they are seen by.  This screen...

September 19th, 2023 327 views 0 likes