How do I choose who gets notified when an intake request is received?

You can choose for your administrative assistants to be notified when an intake request is received. 

Note: The ''Requests'' permission under ''Referrals'' in the ''Assistant Permissions'' section needs to be enabled. To learn how to edit these permissions on your administrative assistant's accounts, please click here. 

  1. From your main dashboard, click on "Referrals."

  1. Go to the "Pre-Screen" section, and toggle to "Settings."

  1. Under the ''Who would you like to be notified of new requests?'' section, select the administrative assistant(s) who should be notified when a new intake request is received, and click on "Submit."

  1. Once a new request is received, your assistant will receive a message similar to this one: 

  1. To prevent notifications from going out when a new intake request is received, click on the ''x'' icon next to the administrative assistant's name. 

If you have any questions, please contact us. 

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