CM Provider

In this article, we explain how to view broadcast messages.

View broadcast messages

In this article, we explain how to setup client feedback alerts.

Setup client feedback alerts

In this article, we explain downloading visit logs.

Download visit logs

In this article, we explain events attaching to duplicate client records.

Events attach to duplicate client record

In this article, we explain the client portal.

Client portal

In this article, we explain how to add outcomes.

Add outcomes

In this article, we explain what the journal is used for within CM New World.

Journal overview

In this article, we explain the client manager to do list filters.

To do list filters

In this article, we explain sharing files in document manager.

Sharing files in document manager

In this article, we explain the client portal guide.

Client portal guide

In this article, we explain how to download personal messages in carer manager.

Download personal messages

In this article, we explain how to edit client feedback.

Edit client feedback

In this article, we explain how to remove missed medication alerts and notifications.

Remove missed medication alerts or notifications

In this article, we explain what to do if apostrophes are not showing correctly in the client feedback download.

Apostrophes not showing correctly

In this article, we explain roles and permissions.

Roles and permissions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.