Client Referrals
- Meagan Prost
Cloud Knowledge Base Home / Provider Relations / Client Referrals
Unlock the potential to connect clients seamlessly with the ideal EAP services they need. Say goodbye to referral hassles and hello to efficient, client-centered care.
Learning Objectives
Become skilled at conducting provider searches within EAP Expert Cloud, making finding the right match for your clients a breeze.
Master creating and sending authorizations to providers for services.
Learn how to set personal or team to-do actions for any follow-up, making it simpler to stay on top of tasks and provide exceptional support.
Main Highlights
What You Can Do
Becoming Skilled at Provider Searches
Start using the Clinical Resources provider search feature, entering criteria such as location or specialization to find the perfect match for your clients. You'll feel confident in your ability to locate the right providers quickly.
Mastering Authorization Creation
Create authorizations like a pro by filling in the necessary details and ensuring all information is accurate. Once completed, please send them to providers, ensuring your clients receive the services they need promptly.
Streamlining To-Do Actions
Access the To-Do feature in the system to set personal or team to-do actions for any follow-up. This will help you manage tasks more efficiently, ensuring you provide top-notch support to your clients and team with a friendly touch.
