Access Care Rostering

An introduction to Access Care Connect, what it does, and how it works alongside Access Care Rostering.

Get started with Access Care Connect

Steps to create, review, and convert referrals using the referral workflow in Access Care Connect.

Manage referrals in Access Care Connect

Steps to set up branch and area mapping, automation rules, and availability configuration in the AI Triage Engine.

Configure the AI Triage Engine

How Access Care Connect calculates carer availability and what the Capacity Analysis grid shows.

Understand availability and capacity checking

An overview of the four user roles in Access Care Connect and how branch and area permissions are controlled.

User roles and permissions in Access Care Connect

Steps to configure mailboxes, email processing, and branch-level settings in Access Care Connect.

Configure settings and mailboxes in Access Care Connect

Donna Parker

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Getting started

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

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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.

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

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

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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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