Portal Setup Pack

What is this resource?

A pack of information, templates and resources to assist you with setting up your Care Friends Portal ensuring everything is ready for launch day! (this includes templates that need to be returned to your Client Success Manager asap)

Portal Set up – Customising your portal – A document to assist you with customising your portal to best practice standards, this includes a few settings that will affect the app and your operational workflow

Portal Setup Templates – x4 templates that need to be returned  to your Client Success Manager, completed as soon as possible