1 - FAQ's

What is the Password Reset Phrase and why is it needed?
The password reset phrase is a security measure by which we can ensure that only registered users are able to change a password from the login page.   ...
Thu, 19 Sep, 2019 at 4:26 PM
Add or remove a Referrer to a Referring Organisation
Adding a Referrer whilst within a Referral record To add a referrer to a referring organisation Whilst entering paper referrals, you may find...
Thu, 19 Sep, 2019 at 2:54 PM
The Importance of the Messages icon on the Dashboard.
The Messages area is a great source of notifications and should be checked regularly as it may be requiring you to action errors. Examples of...
Tue, 4 Jun, 2019 at 2:41 PM
How do I change my personal details?
I need to change some of my Details, how do I do this?   Once logged in go to the very bottom of the Dashboard screen and select Edit User Details   ...
Fri, 20 Sep, 2019 at 3:51 PM
Mail Merge
NB - This is for Scheme Administrators and Activity Administrators only The mail merge function can be found in the top right of the referral or in th...
Tue, 12 Jul, 2016 at 10:23 AM
Complete or Edit a Questionnaire
NB - This is for Scheme Administrators and Activity Administrators only Complete a questionnaire Search for the client in question, using the...
Tue, 12 Jul, 2016 at 10:26 AM
Password management
NB - This is for Scheme Administrators and Activity Administrators only This article contains guides on how to change your password and password res...
Tue, 12 Jul, 2016 at 1:51 PM
Add a new referring organisation
NB - This is for Scheme Administrators and Activity Administrators only As a Scheme Administrator you may need to request a new Referring Organisation t...
Sun, 11 Feb, 2018 at 11:27 PM
Edit a scheme's information
NB - This is for Scheme Administrators only Here you can amend the name and description of a service. You can also amend the coverage are...
Wed, 13 Jul, 2016 at 11:24 AM
What is the password reset phrase?
NB - This is for Scheme Administrators and Activity Administrators only The password reset phrase is a security measure by which we can ensure that only...
Tue, 12 Jul, 2016 at 10:40 AM