Organizations and Suppliers
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- Organization overviewUse an organization workspace and its available management destinations.
- Organization StaffAdd, invite, review, and remove organization Staff.
- Organization ClientsManage organization Clients when your role provides that authority.
- Organization rolesUnderstand how organization roles affect workspace and management access.
- Shared devicesRegister, review, and revoke organization-managed shared devices.
- Organization Packages and LicensesReview or manage organization Packages, Licenses, storage, and AI allowance.
- Organization service rolesUse Clinician, AT Services, and Support Coordination destinations enabled for an organization.
- Approval work queues and ownershipClaim, release, or reassign approval work without confusing task ownership with Case progress.
- Clinician approvalsRoute referrals, submit signed assessments, answer pends, and review Clinician approval Cases.
- AT Services approvalsReview signed assessments, request revisions, approve lanes, and dispatch Supplier referrals.
- Approval Cases and Case historyReview an approval Case, its independent service lanes, review clocks, participants, and activity.
- Supplier overviewUse Supplier tools to create and support accounts managed by an eligible organization.
- Support Coordination approvalsStart authenticated referrals, record external approval steps, answer pends, and review Support Coordination Cases.
- Approval pends and consolidationAnswer assigned pend questions, consolidate responses, and preserve each approval cycle through resubmission.
- Supplier approval referralsWork dispatched approval referrals from SAR preparation through authorization and account linking.
- Supplier managed accountsReview only the accounts that the Supplier is authorized to manage.
- Create Supplier accounts and GuardiansCreate a managed account and prepare designated Guardian relationships.
- Supplier orders, invoices, and activationCreate a Package order and activate access after its invoice is paid.
- Supplier renewalsFind licenses that are nearing expiration and prepare an eligible renewal.
- Add Supplier Catalog contentAdd Supplier-visible Catalog content to a managed account without granting Catalog access.
- Supplier PassthroughEnter an eligible managed account to provide direct setup help, then return to your own account.