Collaboration features are available to social service provider listed on the platform and customers with a branded platform and allow you to share information across the platform with members of your team.
Collaboration Features allow you to:
- Share notes about programs with other members of your team
- Share lists of favorite folders so that everyone is working with the same information
- Share referrals so that all members of your team can support the same client
Setting Up Collaboration Features
To set up collaboration features, you must set up a group with whom you want to collaborate.
If you are eligible for this feature and would like to set up your group, contact us!