Name: User Training and Support
Uploaded: 2026-03-10T19:16:06.786Z
Duration: 1 h 20 s
Description: User Training and Support

Transcript for "User Training and Support": So am I muted right now? No. Okay. So on the bottom, you can see where Mike is, camera stage, What is this b stage? backstage. So that's where we were previously. Oh, okay. But it doesn't look like there's anyone here as of right now, So we just wait. Okay. I might leave my camera off because my background's messy. you're fine. You can leave it off. That's fine. Yeah. Let's hope that folks actually show up. I always would have a hard time, like, figuring out when people would come. But, apparently, you see, like, at this bottom right here where it says live user training and support. Right? There's always, like, a little number there, so that'll show you, like, how many people are in the session. Okay. And somehow it's automatically recording. I didn't set that up. Okay. Just so you know. But Yeah. I'm wondering can, just like, how I feel like some of these people might have forgotten or, like, maybe they registered a long time ago or, like, who knows? Yeah. That's the thing is that I don't know if, like, the gold once they sign up through GoldCast, once they register, if they receive, like, a follow-up email or Right. or what? I don't know. So that should be interesting. But this is a good litmus test, I guess, for. now. And, you know, if if folks aren't attending, we're gonna have to figure out a way. Oh oh, Angela. Okay. You can see four people are here. Hi, Angela. Welcome. Thank you so much. I'm I'm glad you can see that because I don't see that on my end, so that's really helpful. Well, we can then get started. For everyone that is here in this session, welcome, and thank you for joining. This is our, community support office hours. We're gonna be here to support you with any, training and support you might need with the Unitis platform. My name is Wajia Khan, and I'm here with my colleague, Ronnie Odette. We are both, part of the community strategy enablement team here at Unidus, and we appreciate you joining. If you can, it'd be really helpful to know what your names are, where you're joining from, and what organizations you're a part of. So I'd love for you all to share that in the chat while we get the presentation set up. And I'm gonna go ahead and share my screen. Thanks for your response there, Angela, in the chat. Where are you located at? Perfect. Cedar Rapids. Thank you. Awesome. Alright. So what I will do is before I get started, I just wanna let you all know, you might be able to see the presentation a little bit better if you make your screen full screen. And the way that you're gonna do that is right in the middle of the screen, there's a little full screen option. So I recommend that you go ahead and click on that to make the presentation a little bit bigger for you all to be able to see. And I'm gonna go ahead and pop into our presentation. So the agenda for today, we went ahead and did our welcome introductions. So the purpose of this session is really for us to be able to support you in, getting set up with your Unitus platform and your account. So for those of you who still have not been able to, complete your onboarding when it comes to adding your users and your programs within the Unite platform. That's why we're here to support you through that as well as answer any questions that you might have regarding Unite Us and using the platform as it best suits you and your organization. And then they will provide you with the Unidas Learn support tools as well. I wanna, go ahead and provide you with a little bit of an overview of Unitus. There may be folks on the call who have heard about Unitus before, but I imagine there might be some new folks as well. So I think it might be helpful to do a little bit of a high level overview. And so our vision here at Unitus is to improve people's health and well-being by connecting communities through our technology. So in its simplest form, Unite Us is a care coordination tool. It's used to connect various different entities onto one platform. And when we talk about different organizations such as nonprofit organizations and health care systems and government agencies, all being able to leverage this one tool so that they can connect easily, to be able to send and receive referrals easily, to be able to access resources within the community, and also refer folks out. So it's being used right now in 42 different states, and we're continuously working on growing our networks throughout the country. But, you know, when you think about social care and social care needs, we know that historically, a lot of these organizations within our communities that provide those direct services have been historically siloed. And there's always been this focus on health care and health care needs and not as much focus on social care and social care needs. And I think that folks are starting to realize the importance of those social care needs. So, you know, when we think about housing, when we think about food insecurity and mental health, being able to connect folks to those resources more efficiently and effectively through our platform, that's really the goal of Unite us. So, hopefully, you know, our community based organizations that are on the call will be able to use and leverage this tool, in the same way. And I'm gonna pass it on to Ronnie to provide you with a real life example of how some of you might be able to use Unidus. Thank you. Hey, everyone. Again, my name is Ronnie in case, you have missed that at the top of the call. And I'm a community engagement, community enablement strategy manager. So I have actually used Unite Us, before at a community organization to coordinate care. And this example is something a workflow that I did several times, and it's a pretty basic workflow on how you can incorporate using the Unite Us platform into the work you're already doing at your organization. So in this example, we have an individual named Tom, and Tom shows up at Sue's organization. Sue is the person who is intaking Tom, trying to find out his needs. And when Sue is asking Tom questions about what assistance he needs, Tom explains that he has multiple areas that he can use resources for, some of which are not offered at Sue's organization. So, for example, Tom could need help with food, housing, and clothing, and say Sue can help him with food, but not with housing or clothing. Then Sue can get on Unite Us through her account. She can input Tom's information and gain his consent through the platform to find resources and refer Tom to community partners that can help with those housing and clothing needs. So, I believe Wajia will show you what this looks like in just a moment. But through Unida, Sue can communicate with providers in her area to help coordinate Tom's care and get him those resources that he needs. That is a really great, avenue of communication because it it, creates what we call a closed loop referral system. And what that is is that Sue will send these referrals out to the community organizations on Unitus that say they can help with these services, clothing and housing. And when Sue sends those referrals and those referrals are acted upon by the receiving organizations, Sue is able to check-in on those referrals and cases to see exactly how Tom is being served and ensure that Tom is getting the resources that he needs. So as Tom receives that care, Sue will receive real time updates and be able to see the outcome and resolution of those referrals that she sent on behalf of Tom for those services she could not directly assist with. Thanks, Ronnie. I really appreciate you going through that workflow. I wanna pop back in here and see kind of how folks are doing and just kind of get an idea of for those of you on this call, how many of you have been able to get into your Unite Us platform and complete your boarding. So adding those programs and users, and have potentially started receiving referrals or or sending referrals to the platform. If you can just, type in the chat for me, I think that would be really helpful. Give folks a second to respond here. I think it would be a good idea to go into the demo environment and kind of walk you through what the Unitis platform looks like for those of you who haven't seen it yet. But I see, Angela, you did put something in the chat. We've been able to accept referrals and have set up our description of services. Perfect. That is really great to hear. So my plan was to go into the Unites platform and kind of walk you through various different aspects of the platform when it comes to adding new clients, accepting referrals, you know, searching for resources within the platform, that sort of thing. But before I do that, are there any questions, Angela, that you might have or anyone else on the call might have? Anything specific that you want me to address that might be helpful for you all? Wagia, we got a note from Amanda in the chat saying that she just got access to their existing account. So she's new to Unite Us and haven't started receiving referrals yet, but just wants to know what the workflow looks like. Okay. Okay. Thank you, Amanda. I really appreciate you sharing that in the chat. Okay. So what I will go ahead and do is I will go ahead and go into my demo environment. And, Ronnie, I'm gonna ask you just to keep an eye on the chat in case there's any questions that come up as I'm going through this. Okay? Mhmm. Alright. So this is our demo environment. So when you have logged in to your unique individual Unitus account, this is what you will see. You should see your first and last name at the top right hand corner. And then if you do have the organization administrator role title within the platform, you're also gonna see this little gear icon here at the top, right hand. corners. We're. still seeing the slide deck. Oh, that's so odd. Okay. I'm going to stop sharing my screen and then reshare. So that it might just be a little technical issue here. Let's go ahead and how about now, y'all? Yep. Can I get, it. like, a thumbs up? Okay. Cool. Sorry about that. Okay. So now we are again, we're in our Unitus demo environment. Again, this is all fictitious information. We're not sharing any personal information or anything related to HIPAA. So once you all are logged in to your individual accounts, as I mentioned, you will see your first and last name listed at the very top hand right hand corner. And just one thing to note is at your organization, every individual user should have a unique login. Right? So it's really important that we're not sharing one login for multiple users, and I'll show you what it looks like to add additional users at your organization if you have multiple people that are gonna be using it. So for someone who has a, organization organization administrator role title within the platform, you're gonna see this little gear icon. It's also our settings. I'm gonna go ahead and click into it. And once you click into it, this is where you're gonna have all of your organization information. So any information that you inputted and provided to us initially, that's all gonna be listed right here, and you have the ability to go in and edit this information at any point in time. So let's say that there's a change in, the days or the the times that you operate, you can always go in and make those edits on your own as well as if you have multiple locations that you wanna input, you can always edit the location or add an additional location as well. When I scroll down here, I'm gonna see my programs. So depending on how many programs you currently have listed, you're gonna see all of those, under here, and you should be able to see the program name. And then if you are open to receiving referrals, you will see this green check mark, and it's going to say accepting referrals. You also have the ability to go in and edit your program at any point in time. So if you wanna add additional information, it's really important to have a nice description in there so that when folks are looking for services on the platform, that they can have a good sense of what it is that you provide. And then we have service types that are offered. So when you're selecting your service types here, I always recommend to choose just a handful of service types. So I would say between four or five service types is more than enough, and these service types are directly related to your program. So depending on what your program is, we have tons of different service types to choose from. You're just gonna go ahead and scroll through and and look for what makes the most sense for your particular program. And the reason I say to only select a handful and and not, like, 10 or 20 different service types because we're really wanting to highlight what it is that we are offering. And when you have, you know, 10 plus different service types, it it can get a little bit confusing for folks. You know, what is it that they specifically offer? And, also, you might end up getting referrals for from organizations that aren't necessarily eligible for you to pick up. Right? So just something to keep in mind. I'm gonna scroll down, and I'm gonna show you what it looks like. So program access here is telling them where the program is delivered, and then program status is whether or not you're actually accepting referrals. So, currently, this is listed as accepting referrals. However, at any point in time, you have the ability to toggle it off. So let's say that, you know, you're going on vacation or you don't you currently don't have the funds to continue supporting that program or that program is at capacity. You can go in here, and you can change that at any point in time. And then you also have the ability to go back and change it back to accepting. Excuse me. So anytime that you set it up to accepting referrals, you will get this notification where it's saying you're now accepting referrals. So it's important to acknowledge that. But just wanna highlight that you do have the ability to change the status at any point in time. Then you have the location setting here. And then if you are only supporting specific areas, it's important to notate that within the platform as well as eligibility requirements. So this is gonna be really, really important. So if your programs have very strict criteria when it comes to eligibility, it's really important to make sure that we, notate that within the platform. So if that's, relating to residency requirements, like, let's say that you're only servicing a specific county or a specific ZIP code, specific cities, it's really important that we input that right here so that we are preventing folks from sending referrals that are not able to get picked up. We also have demographics. So if there's a specific age range or a gender that you support, then it's important to make sure you input that. And then I always recommend clicking on other requirements and then going here and just putting even a one liner. This will get highlighted and be brought to the very top. So if you can just make sure to input if you do have something specific in terms of a criteria. Like, for example, for this particular program, it says the client must be pregnant and or have an infant or infants, children up to three years of age. Right? And then I always recommend highlighting it and then clicking on the b for bold and bolding it. And what will happen is that this sentence will be brought to the very top, and I'll show you what it looks like when you look at the program description. And then we also have program accessibility. So if there are additional languages that you support, then you can input that there. And then what we're gonna do is we're gonna go ahead and just save this. So now when I go down to the program right here, you can see, as I was mentioning, this eligibility, you can see the client must be pregnant and or have an infant or infants. Children up to three years of age is the first thing that you can see when folks look at your program. So really just important to have those program eligibilities and criteria as front and center for folks so that it prevents them from sending a referral to you if it's not able to get picked up. And then, again, you'll see all of your different programs listed here. And, similarly, you can go into every single program and, you know, add that criteria and edit it, as you need to. Now when I go to the users, this is where we're gonna add additional users on the team. Right? So let's say that you have a new staff member that's just joined and we wanna add a user. I'm gonna go ahead and click on add user. The first thing you're gonna do is you're gonna put in their email address. So I'll go ahead and put in I'll make up an email address. I have a cat named Ziggy, so I'm just gonna put Ziggy@Gmail.com. And I'm gonna search for Ziggy, if Ziggy exists. So Ziggy does not exist in the system, so they're gonna go ahead and put that email in there. And then what I will do is I'm going to go ahead and put a first name. He is a Maine Coon, so we'll just say his last name is Maine Coon. And then you don't have to put a telephone number in there. That's not necessary. You can always put the address of your current organization if you want to, but it's really important to put a job title in there. So let's go ahead and say that he is a case manager at my organization. And then now I'm gonna scroll down to user settings. So it's gonna initially say inactive, and it's really important that we make the user active so that they can actually access their account. And then program assignments. So anytime we're adding a user, we have to assign a user to a particular program. Now you may just have one program in your system that what you're gonna do is you're gonna assign the user to that particular program. So, for this example, I can see that I have multiple different programs listed here, because I have several different services that I offer here at this organization. Now if this user handles referrals for all of the programs, it's important to go ahead and make sure you select every single program that is relevant for this particular user. If it ends up that this user supports a specific program because they happen to be in a specific department, then you may just pick one of these. Right? But, essentially, the way it works within our system is when referrals come in for this food program for mothers and infants or kids meal, this user will also have visibility into those referrals. So we wanna make sure that the appropriate program is attached to the appropriate user so that they have visibility when those referrals are coming in. Okay? And then when we go to user role, I'm gonna go ahead and click this drop down here, and you can see that there's multiple different user roles here. And, if you wanna learn more about the user roles, you can click on learn more. But just for the sake of time, I'm gonna advise that if you have a user, that you should give them the referrals admin role title. Unless it's someone in leadership as well, then you would give them the organization admin user role. So a lot of folks that are on the call, you might already have an org admin user title. If you have someone else that you want to be able to go into the settings and edit this information, add users, support you through that, I would suggest to give them the org admin user title. Otherwise, referrals at admin is, the best appropriate one. Okay? I'm gonna go ahead and save that. And so once I've done that, now I'm gonna go ahead and look for Ziggy. So I can see Ziggy was added here, and now I'm gonna click on this invite button right here. And what will happen is that they are going to receive an email invite with an activation link, which will prompt them to set up their account. So that is how you would go in and add a user and then send them an invite. Now I'm gonna stop for a second just to see if there's any questions before I move forward. Ronnie, do you see any questions in the chat? We had a question from Amanda, and her question was, can you set up multiple cohorts and programs to receive referrals and then turn off certain cohorts when they're at capacity? Because they have a few different cohorts within programs with different capacities. Mhmm. My, I like to hear your thought on my answer to this. But my answer was, if all cohorts are underneath a certain program, then all of those cohorts would be turned off when you turn off a certain program. So Amanda might wanna consider putting the different cohorts under separate programs if it's expected that, you'll need to limit referrals for one of those cohorts. Yeah. Absolutely. I think that that's the perfect way to get it set up, and I think you answered that perfectly. Any other questions before we move forward? If not, I'm gonna go ahead and go into our dashboard and just kinda get you oriented to the dashboard here. So when you log in, this is the first thing you're gonna see. This is the landing page a a k a the dashboard. Right? And on the left hand side, this is where all of our different referrals reside. So the first thing you'll see is inbound referrals. This is any referral that's coming into your organization from a community partner. You're gonna be seeing these referrals in needs action with a little red bubble and a number associated with it, which will tell you how many referrals you currently have pending. And all of these referrals are gonna be sitting right here front and center. Right? So when you're addressing your referral, I'm gonna go ahead and click on one of these to show you what it looks like. So when you click on a referral, you'll be able to see who that referral is for. So I can see this is for Laura Long. It does say it needs action because we haven't addressed it yet. And then you'll have all the information necessary. So you can see who the sender is, the service type. Currently, it's pending. I am set up as Bull City Food Bank, and then the date and time the referral was sent. The referral should always have a referral description, associated with it. So you can see the client is in need of emergency food. And then on the right hand side, you're gonna see all of the client's information. So this is a snapshot of the client's, contact information and additional demographic information, but you can also click on go to face sheet if you wanna see additional information about the client. So the first thing I'm gonna do is I'm gonna go ahead and take action on this referral. So I have a few different options to choose from here. So it depends on what your current internal workflow looks like. If you're an organization that doesn't have any eligibility requirements, and let's say you are a food organization that, you know, provides emergency food or food pantry services, such as this organization here, that you might be able to go ahead and just accept a referral. Right? For those organizations that do have additional criteria or eligibility requirements that you have to kind of determine before you can accept a referral, I always recommend you hold it for review and take the time that you need to determine whether or not that individual can be supported by your organization. And then if you happen to see the referral and it has nothing to do with anything that you currently offer, you can go in and reject the referral as well. What we always ask is best practices within the platform is to address a referral that comes in within one to two business days. What we don't want is we don't want referrals sitting for a long time because then those referrals just continue to sit, they're pending. And, especially in a situation where someone really needs the services. So if you can, you know, address a referral within one to two business days and then take however long you need to actually complete the the referral process. Okay? So for this example, I'm gonna go ahead and accept the referral, and I'll show you what it looks like when you accept your referral. So it's gonna ask for what program is this referral for. So we're gonna go ahead and say this is for the food program for mothers and infants. Right? And, this is an emergency food service type and then for primary workers. So it may be you, or it might be someone else on your team. And you have the ability to click on this drop down if you have additional users on the platform, and then you can go ahead and assign the appropriate user. So I'm gonna go ahead and assign this to Ziggy since I just, added him onto the platform, and I know that Ziggy can go ahead and pick this referral up. Right? And then I can see the date that this case was opened, and I'm gonna go ahead and accept that referral. So now you will see how it just went from needs action to open. And, it went from being in the inbound referrals to coming down here to internal cases. So we always have referrals in needs action. Once you actually go in and accept a referral, it becomes an internal case, and this is where it's gonna reside, under open internal cases. Because right now, it's open. So now you follow whatever process you have internally. So my internal process here would be to pick up the phone, to give Laura a phone call and let her know that, you know, we received a referral on her behalf and that we would love to support her with a supplemental food box this Thursday during our open pantry hours. Right? And so I went ahead and gave her the phone call, and I gave her the details of when she can come in. And let's assume that, you know, she was able to get the services that she needed. Right? So what's really important here is that we close the loop on this referral. Right? So once we've had that conversation with the client, we've been able to support them, or we've tried to contact them whether, you know, they actually got the services that they needed or not, it's still important to close the loop. So what we're gonna do is we're gonna go ahead and now close this case, and it's gonna ask, is this case resolved? And I'm gonna go ahead and say it was resolved, and then you have several different out outcomes that you can choose from. So whether it was the client self resolved or they received information or a list of local food pantries, they received services. For this example, we're gonna say they receive supplemental food from the food pantry slash food bank, and then there's always gonna be a requirement to put a little note in here. Now just a reminder is when you're putting a note in, we don't wanna include anything sensitive. Right? So no details about interpersonal violence, substance abuse, or legal services. But we're gonna go ahead and say that the client came on Thursday to pick up two weeks. Then you just wanna put a note in there. And once you've put that note in there, you can see down here the date that this case was opened and the date that this case was closed. Obviously, the dates today, it's the same day, but they might be you know, there might be a longer stretch, which is totally fine. Right? You take as long as you need to be able to work and support the case, before you close it out. And I'm gonna go ahead now, and I'm gonna close this case out and then show you what it looks like once it's closed. So you can see that it went from needs action to open, and now it's closed. So what's really great about this and and going back to that workflow that Ronnie was sharing with you all earlier is that the organization that sent the referral over also has visibility into this referral and and being able to track it. So not only are you able to notate within your pro profile and platform, but the organization, the sender can also see that, you know, was also supported. And I think that's really important for everyone that's been supporting this individual is being able to track the outcomes of whether or not Laura actually got the services that she needed. Any questions about this process? No questions in the chat, Ronnie? Nope. All good. Alright. Okay. So we'll just move right along. So down here, we have outbound referrals. So this is when you're sending a referral out to an organization in the community. Anytime you send a referral out, it's an outbound referral. Once that referral gets accepted by that, community partner, it does become an external case. We also have off platform cases here. So this is in the event that you are working with an organization that is not on the platform, you will see those referrals down here. Now what I'd like to do is go ahead and show you what it looks like to create a client. So let's say that we have a brand new client that we wanna create and input into our system. The first thing you're gonna do is click on this little plus icon up here, and you have three different options that pop up. Either we're creating a new referral or a new client or a new screening. So for this example, we're going to be creating a brand new client. So I'll click on new client. And then one thing that's really great about our system is it prevents you from being able to create duplicate clients. So if someone has a first name, last name, and date of birth, and then let's say that you input that same first name, last name, and date of birth, if that person already exists, whether it was you created them or someone else created them within the Unitus platform, you will not be able to duplicate that on your end. So I'm gonna go ahead and create a client, and let's go ahead and choose a random birthday. Let's just say okay. And we're gonna search our records. And it says, we did not find your client on our records. So now we're gonna go ahead and fill this information out. Now we don't require a lot of information when you're creating a client. First name, last name, date of birth, obviously, is absolutely important. We never ask for a Social Security number. It's not required by us. And then when it comes to all of the demographic questions here, you fill it out as best as you can. So if they are comfortable sharing this information, you can go ahead and complete this. If someone feels as though they don't necessarily want to share specific information with you, that's totally fine. You can leave it as undisclosed, and that'll be just fine. Okay? So we always want to respect the privacy of our clients and, meet clients where they are. So for this example, I'm just gonna go ahead and complete that. Now we always need a way to contact a client, so whether that's an email or a phone. I'm gonna assume most people have a phone number, so we will go ahead and put a phone in here. It is gonna ask you for the phone type. And then you wanna ask them, are they okay with receiving phone calls, messages? You can send messages through our platform, and I'll I'll show you what that looks like in just a bit. And then notifications. If they're okay with receiving notifications, essentially, what this means is that anytime you're sending a referral on behalf of this client, they're also gonna receive real time notifications about that referral, which I think is really neat because it keeps them in the loop. It's empowering the client to be a part of the process. It also prevents them from, you know, continuously calling you and asking you about, you know, where where are we in the status of my referral, giving them that peace of mind that someone is actually working on it on the back end. Right? So we went ahead and did that, and then you do always need to put an address in here. So we recognize not everybody has a permanent address. So if you can, if someone does have a permanent home address, you go ahead and put that in there. But if they don't, you can always put in either the city or the county, and that is appropriate. Right? Because what happens is when you're looking for resources, you want to make sure the resources are within the area of where that client resides. Right? So I went ahead and put Durham, North Carolina because I'm currently in North Carolina, and so it's going to populate to show me resources within that area. And then, there are these additional questions. I'm not gonna answer them right now. But if, that client has preferred spoken language aside from English, it's really important to notate that, so that we have all of this information within the client profile. Okay? I'm gonna go ahead and save the client now, and the most important aspect of all of this is getting consent from the client. Right? We're not able to support anyone within our platform. We're not able to send a referral on their behalf if we haven't gotten consent from them first. And so we have several different ways of obtaining consent. And so let's say that, you know, you're usually talking to folks on the phone. You have the ability to, gain consent over the phone. So let's say that a client has called you and they need support. Maybe they're looking for resources in the area, and they would love for you to refer them out, that you can basically go to this form here. And if they are on the phone, it's really important for you to read this script to them over the phone verbatim so that they know what it is that they're consenting to. So you'll read word for word, and then what you're gonna do is you're gonna go in and you're gonna sign your name here since they're not there to sign it, and they've given you verbal consent. But before I do that, I wanna walk you through some of these other options. You also have the ability to gain digital consent. So if they're on the phone and they're like, oh, you can go ahead and send me a text message of the consent form, What you're gonna do is their telephone number is gonna populate auto populate here, and you're just gonna click submit, and they will receive that exact same consent form. They will, receive it as a text message link, click into it, and then they can sign it on their, cell phone. If they happen to have an email, you can go ahead and put their email address. Or if this client is in person, you can go to the form, and they can read this themselves and then sign it, using your mouse. Okay? I do also wanna call out that you have the ability to translate the consent form in over a 100 different languages. So it's really, really important that, again, we're meeting clients where they are. So if this is a non native English speaker, you wanna be able to translate it into their language so that they know what they're consenting to before they sign it. Okay? And, of course, we do have the old school paper and verbal consent option as well. So if you need to, you can always print it out and, have them sign it by hand as well. I'm gonna go ahead and go to this form. And let's say that they were in my office. They went ahead and read the consent, and now I'm going to have them sign it and click accept. So once that process is complete, you can see now the consent has been accepted, and now we can move forward and help Charlotte with, you know, sending a referral on her behalf. Okay? Anytime you wanna go back to that consent form, let's say, for your own records or if Charlotte's interested, you can click on that consent piece, and then you can see the form. You can print it out, if you needed to for your own records as well. Now when we're in Charlotte's profile, this is also, used as a care management tool internally. So you have the ability to message clients, as I mentioned earlier. So let's say that, you know, you have tried to call Charlotte on the phone, couldn't get through, you wanna follow-up with a message. She will receive message. You can go ahead and put a little message in there and say, you know, I was trying to contact you, wanted to update you about your referral or whatever, you know, you wanna reach out to her about. You can send a message there, and she will receive that as a text message. And then when she responds, that message will also come through here. So all of those messages are gonna be sitting within her client profile and easy to access. Another thing to note is that you can add notes within the client profile. So if you wanna keep track of different interactions that you had either for yourself or for the team to be able to support whether it's a general or a like, a general note or a specific interaction, you can input that there. You have the ability to make this note private if you only want it to be seen by your organization, or you can leave it public, if you think it's helpful for other organizations that might be supporting Charlotte on the network as well. Okay? So just to call out. And then we have cases. So any cases that are being worked on or have been worked on previously for Charlotte are all gonna be listed here. This is a brand new client I just created, so you're not seeing any of that listed here. But we do have forms. So if there is ever a reason to fill out any SEOH screenings, we do have them embedded into the Unidus platform, which might be helpful if you were trying to gain additional information about that client's social care needs. Upload. So any information you wanna upload, you can always do that here. Referrals that you've sent on behalf of Charlotte, they're all gonna be here. And then any resources that you've shared with Charlotte are also gonna be listed here. Now what I wanna do is I wanna walk you through what it looks like if you were looking for resources for Charlotte. So if we're gonna refer Charlotte out, what you're gonna do is you're gonna click on find resources for Charlotte. And once I click on that, it's gonna route me to our browse resources. And you will note that it auto populates to Durham County, North Carolina, which is where Charlotte currently lives. If I had inputted a specific address, that address would auto populate here as well. Okay? And then this does always show you resources within 50 miles, but we wanna decrease that. So we're looking for resources within 10 miles of where Charlotte lives. So if Charlotte is, let's say, in need of housing support, right, we click on service types, and you have tons of different service types to choose from here. But what I always recommend is going to the search bar and typing in housing. And when you look under housing and shelter, you can see that there's a lot of different options to choose from depending on what the client needs. So whether it's assisted living, emergency housing, environmental exposure, if someone has specific home expense assistant needs, you know, tons of different options to choose from, moving assistance, permanent housing, rental, mortgage payment assistance, and so on. So for this particular example, let's say that Charlotte is in need of an emergency housing situation. Let's say that she's in some transitional housing right now, and she needs something a little bit more permanent until we can help support her. So we're gonna go ahead and click on emergency housing. And then as you can see here, there's a list that is populated down here. And the list is gonna show me all of the different organizations within 10 miles of where Charlotte lives in Durham, North Carolina, and these are all of the different orgs that are coming up here. So when you see this list here, the first thing you can see is the homeless shelter. So that's the name of the program. It's provided by the faithful housing shelter. So that's the name of the organization. And it's important to note whether or not there is a green check mark, and it says accepting referrals in Unitus. So what that's telling me is that this organization is in fact accepting referrals on the platform. So what I'm gonna do is I'm gonna go ahead and click anywhere in this blue box, and you'll see the pop up window pop up on the right hand side. I can see the location, and then I scroll down, and I can see the program description here. So, you know, any additional information I want about this program, it's all gonna be listed here. The thing that is really important to note is what are these eligibility requirements here. So here, I can see that it says that the person must reside in Durham County, and they must be a part of the homeless population. Right? So let's assume that our client fits this criteria. I can see there's additional require eligibility requirements here. So, you know, when you are submitting this, it's important that the person has a photo ID. It's saying must be able and willing to do chores forty hours a week. You know, no sex offenders must be willing to abide by all rules and regulations. So it's really important to make sure that anytime you're sending a referral out, that we're reading through what those eligibility requirements are before we send that referral out to make sure that the person, in fact, does fit within the the requirements. And then you can scroll down and see any additional information that that program has provided. So I'm gonna go ahead and assume this is a really great program for Charlotte. And so I'm gonna go ahead and click on add resource, and it gives me two different options here. And the reason they're giving me two different options is because this program offers different services and service types. So at this organization, they offer emergency housing as well as transitional housing. It's important to just pick the most important or the most relevant to the client. Right? We don't wanna choose both, and the reason I don't want you to choose both is because what's gonna happen is there's gonna be two referrals that are gonna be sent out on behalf of Charlotte to that organization. So it's gonna be like a duplicate. So we're preventing duplicates. We only wanna pick the one that is most relevant. So we're gonna say emergency housing, and I'm gonna go ahead and click this x. And now I can see that one resource was added right here. Now whenever you send a referral out, we always recommend to send at least a referral to two, if not more, organizations. It just increases the likelihood of that referral getting picked up. Right? So I'm gonna scroll down here, and I'm gonna find another organization that might be able to support the needs of Charlotte. Right? So I see right here, rapid rehousing. It's provided by Home Sweet Home. Let's go ahead and click into it. Again, we'll read through the program description and eligibility criteria. Right? So it doesn't look like there's any strict eligibility criteria listed here. I'm gonna go ahead and assume this is a great program, and I'm gonna click on add resource. Now, again, it's giving me multiple different options because they do offer all of these different, services here, but, emergency housing is really what I need for Charlotte right now. So I'm gonna go ahead and click on that, and I'll click on this x. And now I can see there's two added resources here. So what you're gonna do next is you're gonna click on this button, and we're gonna go ahead and create the referral. Now at this point, you do have the ability to also share these directly with Charlotte. So if you're having a conversation with her, she happens to be in in person or or even on the phone and you're letting her know, like, I'm gonna be sending these two referrals on your behalf to these two different organizations. I'm also gonna share these with you so that you have their information. You can click on share and share it with her either as a text message, an email, printing it out if she happens to be in person as well. You can adjust the language option. So if if Charlotte is a non English speaker and prefers to have this information in in her native language, you can send it to her that way. I'm gonna refrain from sending this out right away, but you will have the ability to send this out and share this out with her a little bit later. So let me go ahead and create the referral and show you what that looks like. So we're gonna go ahead and prepare our referrals. We can see there's two, different, organizations that I'm gonna be sending this to, and there's always a requirement that you add a referral description. So I'm gonna say client is in need of emergency opening. Alright. So I just put a little note in there. And, again, it's really important that when you do put a note in there that you're avoiding any PII, PHI. So anything sensitive, we wanna avoid. Now some organizations might require additional documentation to be sent along with that referral, but they will, let you know if that is the case. For this example, I'm gonna go ahead and click on next. And you do have a couple additional questions that come up if this is relevant. So if there's any specific tribal affiliation for Charlotte, any specific pronouns, and, again, any specific preferred language, that's where you can input that there. But we're gonna go ahead and click on next, and we're gonna review the referrals before we send them out. So I can see I'm sending these two different organizations, these two different programs, this referral, And, everything looks good, so I'm gonna go ahead and confirm and submit. And the referrals have been created, and so they've successfully been sent over to those organizations. And at this point, you can always go ahead and share these with Charlotte. So like I mentioned earlier, you have the, opportunity to share them earlier. But let's say that you went ahead and you wanted to go ahead and just send the referral out first, and now we wanna share this, with Charlotte. And if she happens to be in person, we can go ahead and print it out. And I'll show you what it looks like if you are gonna share this with her. So, if it's a printout, this is what it's gonna look like. Same thing if it, is sent as a text message. It'll come through as a link. And when she opens it up, she can see that these are resources for her and that these are the two different organizations that I sent the referral to. And she can have all the information listed here in case she wanted to also reach out to the organization to follow-up, if she needed to as well. Okay? So that is essentially how you would, send a referral, look for resources in the platform, and send a referral on behalf of a client, within the United's platform. So I'm gonna stop there because I know I've been talking a lot, and I'm just gonna, stop to see if there's any questions, any follow-up, or anything like Yeah. Wagia. Amanda had a question. She wants to know how she can just see what organizations near her are using the platform. So if you could demonstrate the browse resources tab, I think that would be helpful. Absolutely. That's a great question, Amanda. So what you're gonna do is you're gonna go into browse resources, right here. And, again, this will auto populate. So this is showing me my address here. What you wanna do is you wanna go ahead and adjust it accordingly. So, Amanda, depending on where you live, instead of just putting your home address, what I would always encourage is, like, putting your county. So I'm gonna go ahead, and you can also follow along if you are in the platform right now, to go ahead and put in the city or the county that you live in. Right? So that's the first thing you're gonna do. And then the second thing you're gonna do is you're gonna adjust the mileage because it does auto populate to 50 miles. But let's say I wanna look for resources within 25 miles of my area. That's what you're gonna do next. Right? And then you're gonna think about what kind of resources are we looking for. Right? So you can click on service type, and then you can go through this drop down and scroll through and look at all of the different types of services that we offer. So whether it's benefits navigation, clothing and housing goods, education, employment, food assistance. Right? So let's say I'm looking for food assistance within my area. That seems to be an a high need, I think, for everybody. So I go ahead and click on that. And so when I click on food assistance, it's automatically going to select all of the different types, like, the service types that fall under food assistance, and that's what we want. So now what's happened is it's showing me a list of different organizations that are on the network that are within 25 miles of my city and that provide food assistance. And then you can scroll through this list, and you can see that these are all of the organizations that are in fact on the network. They are accepting referrals within Unitus because they do have that green check mark here. Now I do wanna call out that you can have various different program statuses. Right? So when you click on program status, you can either see that they're accepting referrals in Unitus or that they're not accepting referrals in Unitus. And I wanna show you what it looks like if they're not accepting referrals within the platform. So there are resources that you will see that are in your area, and it will say not accepting referrals in Unitis. And, essentially, what that means, it could be one of two things. Right? So it could be that they're on the platform, but maybe they've just turned their programs off. So as I mentioned earlier, anyone on the platform has the ability to turn their programs on and off at any time. So it could be that they're on the platform, but they have decided for a number of different reasons to just turn their programs off, or it could be that they're not actually on the Unitus platform. Right? But they are in the community, and they are offering services. So in this case, you would do what you would traditionally do is, you know, probably contact them by phone and, go about it that way. So you can always reach out to them directly to see if they if their programs are active, if they are in fact accepting referrals, and and go about it the traditional route if the program status is saying not accepting referrals. But, ideally, we want the program to be accepting referrals, and mainly so that you can directly send a referral through the platform and also have visibility in tracking that referral from start to finish. Was that helpful, Amanda? She said yes. It was helpful. Okay. Good. And I think that, like, once you're in there and once you actually start using it, you'll have a better idea of kind of who your partners are. And I didn't mention this, but we do have this little favoriting option here. So once you actually start using the platform, let's say that you have organizations that you start working with or have already worked with before in the community, you have the ability to, click on this little star, and what it does is it favorites the organization so that you don't have to constantly go through the service type and look for that organization. But what happens is it will, automatically, be at the very top. So you can always only look for your favorite programs, and it will auto populate to the very top. So you don't have to always search for it, especially if it's an organization you're working with a lot. Okay? Another thing that I do wanna call out is that I'm gonna go ahead and show you. We do have this exports tab at the very top. So this is for any time that you're interested in kind of tracking the work that you've been doing. So the number of referrals you've been supporting, the number of clients you've been supporting, how many cases or assessments you've done, you have the ability to create a report of that. So let's say at the end of a quarter or at the end of the year, for those of you who have to report out on these things, it's really helpful to be able to create this report. So we're gonna click on new report. I'm gonna click on this drop down, and it's gonna ask me what type of export am I trying to create. So whether I'm wanting to look at the number of assessments. So if I have to do social care s SDOH assessments within the platform, how many cases I've supported, clients, any referrals, that sort of thing. So I'll go ahead and say that I want to export the referrals, and then you can also, choose your date range. So if you're looking at the last thirty days or the last six months or the last, sixty days, you go ahead and click on that date range, and then you save it. And it takes about forty eight hours. And after forty eight hours, you'll come back. You can click into it and download it to be able to to track and and see how many folks you've been able to support or referrals you've been able to address. So I do think that that's a helpful feature, for anyone who is, more in leadership or or wanting to kind of, track outcomes within the platform. But this was just a high level overview of the platform. I know that we're almost at time. The last thing that we wanna touch on is at the top right hand corner here, you'll see a graduation cap right there. Right? And when you click on it, it reroutes you to our Unite Us Learn. If I do it now, it's not gonna work because I'm in my demo environment. But what I will do is I will go back to my presentation. I'm gonna stop sharing and then reshare, And I should be able to. Okay. So what is Unitus Learn? Once you go into our Unitus Learn, you click on that graduation cap right here at the top right hand corner. It'll reroute you to our Unitus Learn page. That's where you can register for live additional online training. So if you're curious about additional features within the platform, we have thirty minute sessions that are live where it really focuses on, you know, creating a referral, browsing the resources, creating a client, anything you might be interested in further. We also have self paced training options as well. So anything that you want to kind of dive deeper in, you will be able to do that by going to the Unitus Learn. And, yeah, this was our user training and support training. I do wanna open it up just to see if anyone has any additional questions, before we hop off this call. I hope that you found this helpful. I hope that, you know, we were able to support you in in learning a little bit more about Unidus and how you might be able to use it for your organization, and for your teams. Thank you for joining. Thank you, Amanda. Thank you, Angela. Really appreciate you all. Alright. I think we're at time, so we can go ahead and end this call. I'm gonna stop sharing. If there aren't any questions, again, really appreciate everybody joining, and you can always reach out to us by reaching out to support@uniteus.com if you do have any additional questions that come up. I hope you all have a great day.