Enhance Your Workflow with New Features
We are thrilled to introduce five powerful new features in our latest release, Access Elemental 25.ES.2025, designed to streamline your operations and enhance your case management experience.
Services Bulk Uploader
Say goodbye to manual data entry and hello to efficiency with our new Services Bulk Uploader tool. This feature allows users access to upload multiple interventions simultaneously, significantly reducing the time and effort required to update services on your license.
Efficient Bulk Uploads: Easily upload a batch of services without needing development support, ensuring quick and accurate updates to your service offerings.
Streamlined Operations: By simplifying the upload process, you can focus more on managing your services and less on manual data entry.
To get started with the Services Bulk Uploader, please refer to the detailed guide: Bulk Upload Functionality (Interventions & Organisations).
Document Uploads for Appointments and Case Notes
Enhance your documentation process with the ability to upload documents directly to the appointments and case notes sections of our Case Management system.
Easy Document Storage: Store and access relevant documents with ease, linking them back to the original appointment or case note for seamless reference.
Integrated Access: Access these documents through your ICAL appointment calendar linked to your email system, keeping all necessary Information at your fingertips (if signed into the system).
This feature ensures that all essential documents are centralised and easily accessible, improving your workflow and information management. For detailed instructions on using this feature, please view our knowledge article: Document Upload for Appointments & Case Notes.
Ability to Set Goal Templates
The new Goal Templates feature streamlines the goal-setting process by allowing hub managers to set up pre-defined templates, ensuring consistency across all hub operations.
Effortless Goal Creation: With Goal Templates, hub managers can quickly set up pre-defined titles and descriptions, reducing the time and effort required to create goals from scratch.
Consistent Goal Management: By providing a standardised approach to goal setting, you can focus more on achieving outcomes and less on administrative tasks, ensuring all hubs maintain a uniform standard.
To get started with Goal Templates, please refer to the detailed guide: Goal Templates.
Automated Postcode Sorting for Referrals
Enhancing the automated postcode sorting feature for self-referrals streamlines operations by eliminating the manual process of changing hubs. This improvement ensures that referrals are automatically directed to the correct hubs based on their postcode, increasing efficiency and reducing administrative burden for customers.
Enhancing Automated Monitoring Tools in include Demographics
By enhancing the Automated Monitoring Tool to include case-level tools, customers can now send out comprehensive surveys, including demographics, directly to clients. This feature empowers clients to input their own data, improving the accuracy of information collected and enhancing client engagement. This functionality can be applied platform-wide, offering consistency and efficiency across all projects.
To use this new feature, please refer to the detailed guide: Automated Surveys.