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Onboarding & Configuration

This section provides step-by-step guidance for onboarding and configuring Exponential Triage, including system setup, integrations, and customizing referral workflows to fit your organization’s needs.

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Can we make updates to red/yellow/green rules after onboarding?

How are referrals sorted?

Can we prioritize referrals for specific zip codes?

Can we prioritize referrals from specific insurance companies?

Can we specify different rules for different facilities?

How to add a new users

Update your name or phone number in Magicare

Can we run reports and export dashboard data?

What does the Ask AI feature do?

What does it mean if a patient is showing multiple statuses in the referral queue?

Customize your Analytics Dashboard

Is there a way to mark a bed or room unavailable?

How do I filter notifications based on facility

Can we bulk archive referrals?

What happens to the Status once a referral is Archived?

Can we tag referrals with additional details?

What is the Referral Dashboard?

What is the Marketing Dashboard?

HETS Attestation

HETS Attestation

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