Document Tracking and Intake & Referral Management

Document Tracking and Intake & Referral Management allow you to create, send, track and receive all of your organization’s documents in one central location. Here are the most commonly asked questions about using these web applications. Search or pick a section to find the question you are looking for.

Training Resources

Logging In

Password Reset

Dashboard

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Site Navigation

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Drive

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Quick Fax

Case Creation

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Editing Cases and Following Up

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Archiving

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Searching

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Patients & Directories

Transmissions

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Cards

Profile/ User Settings

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Site Administration

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Homecare Homebase Integration

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United Homecare Portal