Assessment Automations

CareRight has expanded the available events in the system for all assessments, specifically:

  • The ability to trigger automations when Submitting for Approval
  • The ability to trigger Before Edit and After Approval actions for Enquiries - this allows you to automate your referrals and intake; or apply complex validation rules.
  • Triggers in Online Booking on Submitting for Approval


Additional note: CareRight will handle the trigger scripts for clients, as this task necessitates knowledge of JavaScript.