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Key Workflows (Native Experience vs. Integrations) (Admin (Cases (Create…
Key Workflows (Native Experience vs. Integrations)
Patients
Advocates
Admin
Login
Support (
integration: HelpScout
)
Patient Support Cases
Advocate Support Cases
User Management
Account Management
Activate/Deactivate/Suspend Users
Password Resets
Profile Management
This must include access to and ability to push updates around terms and conditions, privacy policies, and release waivers
Ability to edit profiles for patients and advocates
Cases
Create Case
Should be able to do this on behalf of patients
eFax (
integration: Sfax
)
Case Bidding
Edit Case