You can now easily attach documents, such as specific referral forms your provider may need when sending emails from Access Elemental. This helps streamline communication and ensures all necessary information is included.
Step by step guide
Click Client Tools then click Find case.
Select the relevant case then click View Case.
Click the Social Prescriptions tab.
To add an intervention, click Add Intervention to Case.
Select the intervention then click Add To Case.
Click Prescribe then select Agreed to Proceed.
Click Upload a File then browse to the relevant file.
Click Prescribe and Send Email to compete the process.