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Mums Matter Psychology Referral Administrator Orientation
Getting Started - Welcome and Background Information
Orientation Package
Communication
Client Process Overview (3:34)
Policies and Procedures
IT Security
Logging in to your Accounts
Mums Matter Psychology Email (5:09)
2-Factor Authentication for Email (2:39)
Halaxy (2:33)
Acuity (1:01)
Go Fax (0:50)
MyDocsOnline
Talk Helper PDF
Retool (1:26)
Click Send (1:06)
Intranet
Using the Intranet (3:54)
Overview of Referral Upload Process
Overview
Receiving Referrals
Go Fax (1:42)
MyDocsOnline (4:43)
Email
Checking Referrals for Information and Actions
Key Information to Check For (5:04)
Send SMS to Client from ClickSend (4:15)
Client Statuses and Referral Receipt
Overview
Ascertaining Client Status (5:25)
Change Client Status in Retool (1:50)
Enter Referral Data into Halaxy
Entering Referral Data into Halaxy (4:52)
Adding a New Client to Halaxy (1:26)
Adding referral when no Medicare information present (0:45)
Adding a new GP to Halaxy (3:24)
Faxing GP regarding Maximum Number of Sessions for Referral
Flagging a referral as priority for intake (2:15)
Email and SMS from Halaxy (3:00)
Upload Referral Documents into Halaxy
Upload Referral Documents into Halaxy (1:14)
Adding BUPA Parent Infant Research Institute Referrals
Adding BUPA Parent Infant Research Institute Referrals (6:34)
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Entering Referral Data into Halaxy
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