September Support Training: Using iCarol’s Provider Portal for Seamless Referral Collaboration
Are you ready to take your referral process to the next level? Join us for a Support Training Webinar on Provider Portal—a powerful feature designed to streamline collaboration between your organization and community partners.
Whether you’re new to the Provider Portal or looking to optimize its use, this session will walk you through everything you need to know to set up, manage, and maximize this tool for better outcomes and stronger partnerships.
What You’ll Learn
During this live training, we’ll cover:
What is the Provider Portal?
Learn about this secure, web-based interface that allows your partner organizations to receive referrals, view client information, and provide real-time updates on service delivery. It supports a closed-loop referral process, ensuring that help-seekers don’t fall through the cracks and that your organization stays informed every step of the way.
Creating and Configuring Accounts
Learn how to create and edit Provider Portal accounts, including setting up secure login credentials and customizing access for your partners.
Managing Email Alerts
Discover how to enable or disable email notifications so providers are alerted when a new referral is sent their way—keeping communication timely and efficient.
Navigating the Portal
We’ll walk through the Provider Portal interface, showing you how providers can view assigned referrals, update contact records, and communicate back with your team.
Viewing and Updating Contact Records
See how referred providers can track progress, update statuses, and add notes directly into the system—ensuring transparency and accountability throughout the referral journey.
Capacity Tracking
Learn how providers can input their program’s capacity to take referrals, helping your team make informed decisions and avoid overburdening partner organizations.
How to Register
This training is open to all current iCarol customers. To register, log in to your iCarol system where you can find a post about this webinar including registration link on the Homepage and iCarol Help Center.
If you’re not a customer yet but want to learn more, please contact us and a member of our team will be happy to discuss how our Provider Portal, and other solutions, can work for you!