Admin
Maintaining your admin section.
By Connor1 author52 articles
- 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.
- 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.
- 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.
- 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.
- Enter or update a client’s GP practiceHow to record or update the GP practice linked to a client's case, using the Edit Case page.
- Find a client or caseLearn how to search for clients and cases using the Find Client and Find Case tools in the Elemental platform.
- Refer a client across multiple licencesUse onward referrals to send a client's case to a hub in a different licence where cross licence pathways have been configured.