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Manual process for curating a Consult List

If you prefer to not share a link with a prospective client, this is a look at how to manage the curation of the List.

A
Written by Anna O'Brien
Updated over a year ago

If you'd are particular about which names get passed along to the therapy seeker, you may wish to review offers and manually select which ones appear on the consultation offer report.

Go to your account setting in the upper right corner.

Click Edit Profile

Choose "Report Preferences"

Click off the toggle next to the prompt "Would you like consultation offers to automatically be included on the client's consultation report? (If checked, offers will automatically appear in the client's referral report)."

Now, when clinicians offer consultations, you will need to review them by opening up your case request, and scrolling to the bottom where it says "View Offers Awaiting Review"

In this window, you can choose to accept or reject consultation offers. Clinicians offering will not know whether or not their name was included on the list, that is something that only you see.

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