Admin
Maintaining your admin section.
Add a referral agentSteps to add a referral agent to your system and configure their access.
Reset a user’s passwordIn this article you will be guided how to securely reset a user's password and restore account access.
Add a new referral handlerThis article will detail how to add a new referral handler.
Create a Training Academy accountLearn how to create a Training Academy account by following a simple registration process to access courses and resources.
Create new usersThis article will guide you how to create a new user.
User rolesOverview of user roles and their associated responsibilities.
Create proxy referral agent for a new establishmentGuidance on configuring a proxy referral agent for a new establishment.
Reactivating users on the platformSteps to restore access for deactivated or inactive user accounts.
Password Assistance for Online Learning Academy usersInstructions for resetting a forgotten password for the Online Learning Academy platform.
Merge clientsSteps to merge duplicate client records while keeping the most accurate data intact.
Unable to see provider tools menuQuick setup guide for enabling all Provider Tools in Elemental.
Demo platform
Error in 'Users login is already registered'This article explains how to check if a Login Name already exists and how to create a new user with a unique Login Name if needed.
Sync appointments to your work calendarEnable iCal sync to view your Elemental appointments in your external work calendar.
Assign admin roles to usersQuickly give users additional admin permissions using the Administration panel.
Opt-in or out of new referral emailsUpdate your profile settings to opt in or out of referral alert notifications.
Change the Hub nameThis article explains how to change the Hub name.
User role - Service LocatorThis article takes you through all you need to know about the user role - Service Locator.
Equality monitoring enhancementsCapture and report client demographic data using the enhanced Equality Monitoring feature with alerts and filters for deeper insights.
Enhancement requestsGot an idea to improve Elemental? This guide will help you share it with the right team.
Add cohort groups
Training Academy login help username recoveryForgot your username? Follow these steps to retrieve it and avoid login issues.
Disabled due to inactivityLearn how to change or disable the auto deactivation timer for inactive user accounts in Elemental.
Task featuresIn this article, we will detail how to use and access the tasks feature functionality.
Create a case taskStep by step guidance on how to create a task.
Manage Referral screen enhancementsThis article guides you on how to view and filter referrals that haven’t been processed.
Establishment not showing as a GP option when referringLearn what to check if your establishment is not appearing as a referral option.
Retrieve closed and archived clientsStep by step guidance on how to unarchive and reactive a client.
Intervention not showing to connect to a clientThis guide explains why an intervention may not be showing and how to make it available.
Update a client preferred contact methodGuidance on how to update a clients preferred contact method.
User page enhancementsGuidance on the Users section: filter staff, view roles, set display count, and export user lists via CSV all in a cleaner interface.
Setting up a second account for a userGuidance on how to set up a second account for a user.
Update the Privacy StatementThis article provides insight on how to update a Privacy Statement
View list of reasons for referralFind and select referral reasons when submitting a new referral using Express Referral.
Patients showing under UsersGuidance on why patients show under the User list.
What Priority to raise cases on Customer Success PortalUse this guide to choose the correct priority level when raising a case in the Customer Success Portal (Salesforce).
Appointment CalendarThis article will show you how to access, view, and manage referral and case appointments using the Appointment Calendar.
Profile selector when logging inGuide to choosing your licensee and hub during login when you are a member of multiple accounts.
Existing client featureThis article will detail what is the existing client feature function and how it works.
Difference between demo platform and online academyLearn the difference between the demo platform and the online academy, and how each supports your learning and testing needs.
Deactivating and disconnecting multiple usersThis article details information on how to deactivate and disconnect multiple users.
Two-way communication guideA guide to the two-way communication option.
High Contrast ModeIn this article, we explain in detail what the High Contrast Mode does and how to set this up.
Set up and use the Customer Success PortalCreate a Customer Success Portal account and raise support cases for Access Elemental, including data change requests.
Training costsThis article provides information on training costs.
Not received password to Demo platformReset your Demo platform password or raise a support case if access issues persist.
Use address for a venue or client to pin a location on the mapCreate new venues and accurately pin client locations using map tools.
Service locator overviewLearn how to access and use the Service Locator to browse available interventions for a service user. locator
Additional consent featureLearn how to include additional consent and upload documents when completing an express referral.
Early Adopter ProgrammeThis article with detail information regarding the early adopter programme.
Use WootricWootric is a survey tool embedded on your platform that you can use to give feedback.
Referral Quota ManagementGuidance on the Referral Quota Management functionality.