A user guide
Contents
1. walkthrough This document takes you through the k components of the Patchwork system e di A V G y There are a number of differ ent terms used in this document to define types of people who use or are involved in the patchwor k system Agency An organisa with clients Client A person whose information is recorded in the Patchwork attached Circle A group of people who are connected to your client eg Family partner close friends LY y LY A J LN 7 LY h 1 Y S EN D X bw P d LY EN bU 9 N Y Y S 4 j g d f a a Y A y y 7 4 y P d Ss y 4 P 4 y y 4 y 4 P 4 y 4 S P 4 d f f f f f d 4 1 tn 4 P d lt Y P 4 N f N Ti L D pu a f LT L A 7 x y A umts Y S F gt d L aa P d f a y ff 1 1 LY LY a mg ER P N a N T b L bw L Pe gt P P d im t E e L P EE N gt Ss L P N P 1 P d 3 GE a u P d N P a m N P 4 m S P d Cs ui B tae P Y gt p a S N b B 4 4 N Pa EN Een ff XV P4 Y f lt f f Y Y N b f Y f f a Y A i g d i N LY f A 4 y 4 u N N S am bS N AN P d u N2. zone 1 P d f M 4 ee f bu a B 4 oe a a a a a y a a a un a Landing Page and Sign in WELCOME TO a Patchwork is a simple web applicationi that allows people across the public and voluntary sectors to understand who is working with their clients at any given time giving them the contact details they need to share information as appropriate Please ernal sapearbgpatewarkha com if you were expecting an ee x j c edge satchwarkhqeam lagers grin L gE Enter your email address and password below to access Patchwork Fatctswcerk bt only acciectible tr initi ubert wiha met behapt Hn mitihan and tete heir accounbc bitine tigrning ir Please email supportipatchwerkhe com B pou ene expecting an invite and have mot yet none i or would Like to neguit Aem Lm Sign In Heip Accessit Terms amp Conditiam Privacy Poder Q ILS Palchrenark AX Fights Revered Patchwork walkthrough document Version 3 September 2013 Welcome to Patchwork On the landing page visitors can read introductory information about Patchwork Agents can access sign in here If you don t have a log in email your systems administrator on their Patchwork email e g patchwork mav asn au to join Patchwork If you lose your password or can t access your account use the links below for help Activity Feed Features of
3. Patchwork 11 13 What is Patchwork How Patchwork is different What Patchwork is not Patchwork in Practice By practitioners for practitoners What practitioners told us Security How to use Patchwork How Patchwork was developed What is Patchwork The big idea Professionals are better able to provide services to a client when they understand and can communicate with the whole team of people around a client or family The added value Patchwork helps reveal what are often hidden networks and can help you avoid some of the time you spend searching for other agencies and people working with a client The Mantra Our client not my client Patchwork is a simple web application developed by FutureGov that allows people across the public and voluntary sectors to understand who is working with their clients at any given time giving them the contact details they need to share information as appropriate Patchwork has been designed to help front line workers e Geta quick and easy overview of the people they are supporting e Find out who else is working with them and how to contact them e Be able to invite in others working with a client e Keep the picture up to date for all involved e Have a view of the family around the client As a result we hope that it will build connections between different organisations and agencies enabling real partnership working earlier intervention helping to ensure tha
4. Amira Hayes Altenwerth Schinner agent4 patchworktest com Activated Remove this agent x Cade Hedmann Reynolds Morissette and Rosenbaum agent430l apatchworktestcom Activated Remove this agent x Declan Wyman Halvorson and Son DD dires a 3 C dgepatchwarkhg com clients 28 details k Donato Stamm Klein Conn and S Patchwork Feed MyCliens Agents Agencies About Helo Trevor v Elizabeth Jacobson Schroeder Ada EmanuellErdman Larson Boehm ar Hiram Block Emilio Predovic Larson Boehm a Date of birth 1993 08 06 Eveline Nolan Altenwerth Schi Freddy Ryan Halverson and Se 65a Southgate Street London ES STT 24 Brooke Street London HG BPD Telephone numbers 07847 728 Bee 0208 375 83 72 Help Accessibility Terme amp Conditions Privacy Policy supportitpabciworiing com 2013 Patchwork All Rights Reserved Patchwork walkthrough document Version 3 September 2013 Features of the Team Page By clicking on a name in your Client s list you will be taken to their Team Page The coloured action buttons at the top of the page allow you to e Email all the agents on this client s team e Leave the team e Raise attention on this client for the other agents to see When an attention has been raised on a client it will be displayed at the top of this page By clicking on the client s name you can view their profile including DOB and contact details Using the tabs you
5. Pd P di N P m i P d n d Ep d gt 4 6 a D P d mmu P d j P d E P d I Pd P d P d P P d P d P d P d Ss u P d P P 4 P d pe P n Eccc AN L p P d P P P d N P d L d L P 4 LY d y UN a P d L d P 4 4 bU d f Jl 1 a 1 A f g a LY u f u j N f m P4 N f nes N 4 y 4 N P de S P di P d N SS 1 P 4 A P 4 B gt P x An M gt lt P d NL Fe N AN P d x o 1 p b P Z NY N P d al N Pp bw AS P d EN p omm P d f 3 S pP I EM p P d i N P d N lt f AN 1 Bl 1 i Y 1 LY y 1 Y h S d L d N P d d Pp lt P d J i P A td i L 4 P di b P A N Pp N L P d d P nes d N P d Rm P d Ne u P 4 n Me P 1 N m p A L N ONE P 4 NL gt P d PY b ta P 4 u N P d b P d b P a4 Pa je N 4 P d L N vd Y d N g b b 1 a f d i 1 Ms a q L a E 1 z a a Em u a H f F iz a a P E Y m L P d a g En c r d L Y Em c p amm a A I a p N S m I N L 4 Bn c y 4 UN e N d B m 4 z d 7 Y LI AN L P d BW a o m _ n t erma lt j t 1 2 P d N X f pe P d b p XQ S A N 4 NH N 4 AN Ll s big a
6. no facility to export client data from Patchwork Patchwork is hosted in a secure environment IL2 Access to the environment is limited to severe maintenance issues We will never access client data unless there is a request from you or system maintenance issue In either case we will always seek your permission first 10 How to use Patchwork Patchwork has been designed to be as simple and easy to use as possible However if you need some help here are a few useful documents about how and when to use Patchwork Most users will also have a training session Click the image below to view a walkthrough guide in the appendix of this doc yg e Patchwork amp Product Walkthrough Version 3 0 a www patchworkhq com patchworkhq 4 aN gt Click the image below help understand how to use Patchwork alongside existing business processes SCENARIO ACTION Add client te Patchwork New Case only if there is a need Case Work Look in Patchwork Special attention x Raise attention en Client needed on a Client in Patchwork for other practitioners to see Agent Discover new Agents Add to Client s team agencies that are in Patchwork or invite IPIE relevant to your Client i to join Patchwork ALL EXISTING PROCEDURES Need to contact all Email all Agents Irom STILL APPLY Agents working with client team page a your Client HOW CAN PATCHWORK SUPPO
7. patchwork mav asn au Agent Client HOW DO I ADD NEW CLIENTS AND GET CONSENT l ve heard about Patchwork and want to join T l New New 1 WEEK TO OBJECT C T E System Let project leads Read Email Introductory Collect and load Add to Patchwork Administrator know Letter from MAV and agent data ask them Information Sharing Guidelines IWOULD LIKE MY ORGANISATION TO JOIN PATCHWORK a a zz s wu NB FOR AN The Agent need AGENT TO BE is not listed ADDED THE AGENCY MUST BE THERE FIRST NAME AGENCY Sent to System If there are any unusual details the Administrator to Administrator can block approval double check Input details WHO CAN ADD AGENTS TO PATCHWORK FOLLOW USUAL LOCAL EXISTING PROCEDURES HR IT MANAGER ETC I M LEAVING Remove yourself from Alert others that clients teams on you are leaving Patchwork PM MOVING Agent WON THE LOTTERY EMAIL patchwork mav asn au Schedule closing of account Supply leaving date System Administrator NO LONGER REQUIRE ACCESS TO PATCHWORK want to remove my Client p ERES l E understand the implications but Email patchwork mav asn au p The Client will be permenantly still want them removed removed from Patchwork HOW CAN I REMOVE A CLIENT FROM PATCHWORK
8. pep istud maccih the PPO you ang amemptiesg to acd you can condeug and aca thas perpe ic the end of the page Do you mean Aaliyah Reichert Dante of birth Allan Adresses Da omla Points BAG Bartoletti Viager Harih Carex New Perigi LHP 0GP WELS BIR S064 Connoy Bliss Anzio p S Patchwork walkthrough document Version 3 September 2013 Clients list The Clients page displays a list of all your clients and a summary of their team s activity To view a client s team click on their name Using the filters on the top right you can order your Clients by e Attentions First Name e Last Name e Last Activity Add a new client by clicking the Add A New Client on the top right This will bring up a form where you can enter your clients details and add them to your client list When adding a client to Patchwork the system checks to see ifthe client has already been added Where a match is found you are able to join the team rather than creating a duplicate Team Page O Patchwork Hiram Block x l QC edge patchworkhg com clients 28 agents Ww A Patchwork Feed My Clients Agents Agencies About Hello Trevor w Hiram Block s team Email allagents Edit profile Add to team Raise attention m 2 other agents have raised their attention on this client Agents Agencies Activity Attentions Circle Hiram Agents Name Agency Email Status Remove from team
9. the Activity Feed After signing in you will be greeted with your Activity Feed This shows changes aoe ehwo x i Patchwork that have happened since your last log in 2G c edge patchworkhg com feed Patehwork Feed My Clients Agents Agencies About Hello Trevor v e e Clients that have been added or removed e Agencies that have added or removed Recent Activity e Attention raised on a Client Activities affecting your clients since your last login i Information edited by another Agent You added self to Gracie C s tear E RE Trevor Boyle The the primary navigation at the top of the page Last sign in September 10 2013 A You raised an attention on Zoe Crona HE lets you navigate the main sections of Patchwork e You added yourself to Marcus Sipes s team 16 09 2015 14 01 Number of agents This box displays a summary of the data from You added Rickie Simonis to Brent Sipes s team 16 09 2013 14 00 Patchwork in your area e Amira Hayes raised an attention on Hiram Block 12 09 2013 17 13 Number of clients e Guadalupe Davis updated client Hiram Block 12 09 2013 17 10 4754 There are links to information on any new features that have been added to Patchwork and how to Guadalupe Davis raised an attention on Hiram 12 05 2015 17 10 Block use them Guadalupe Davis added themself to Hiram 12 09 2013 17 09 New features Block s team We ve recently released the
10. RT ME IN MY ROLE 11 To view what updates have been made to Patchwork click below to be taken to the Patchwork Blog Patchwork May 13 2013 by Kirsty Elderton Comments 0 Making Patchwork Happen in Brighton and Hove Thanks go to Paul Brewer Head of Performance for Childrens Services in Brighten and Hove Council for writing this guest post for us As well as leading on all things performance for Children s Services Paul has also been leading the Patchwork project in Brighton and Hove He has been involved with the project from rhe very beginning and here he shares some of his thinking about what it takes ta make Patchwork happen an tie ground Patchwork is not a technology project Patchwork is an incredibly interesting and challenging project to work on remember back at Brighron amp Hove s launch event in November 2011 Carrie from Futuregoy put up a slide of a road stretching out to the horizon talking about how Patchwork was not a technology project Well that was so true lt is about connections across agencies In the period since ve seen some amazing connections made between different practitioner groups deep discussion about the nature of multi agency working and growing confidence around the need to get on and share information to help provide the best care Patchwork has also helped bring support services from different organisations together Having a real thing to discuss and implement has bee
11. can view team around the client agents and agencies activity relating to this client historical attentions and their Circle Team Page Tabbed ann did Ft c oum mess m QU wor com Bett 28 agar i Patehrecek Feed My Ciena dem Annee ADHA Hiram Block s team 1 2 1 Agents 2 Agencies 3 a EM LL mm i 4 4e c QR D eprint E Patchwork Hiram Block s team Emi a3 aere Fer pecie Team Activity Arena ores raised an attentions pan Hira Bock Cassdaiupas Cavin updated ciant Hiram Bock Casa avis rmi mei a ey Hirn Bizk Debdas Deri aided spon do H aem Dhi bem Hein Anneeudbiir Tama b Casinos Porn Policy 2005 Peake Al Right Revered 3 Activity Interface Using the tabs a ann Percent Hrn Ber LE u E a Ls cris oc QU D edge paschmorkhq qom ckenti dj epe nca D E Halle TAHAN wr Pedehwark My Cre nis riz Agencies Abend Hella Trewesr The tabs on your Team Page allow you to view Hiram Block s team p all the information related to the team around the Eral ai ages Edingeoflle ol deo D edt Bass pe can i mna zu e Ta ihecau Fo Meike de Hiram Block s team vad a Eee Hiram s Attentians HLIUTARJELLITDIL napis E745 ABAFRTALI LIES OLS m5 Ve or 3E LR ree oe n needy Tama b Conin Pebemry Pndiry dnas Peter Bo Sigh Bere 4 Attentions Patchwork walkthrough document Version 3 September 2013 client By clicking on the tabs you ca
12. em used by different agencies holds deep data that can only be viewed by agents that have right to access Patchwork sits across all systems and offers a shallow level of data that all sectors are happy to share What Patchwork is not What is Patchwork not An overly complicated system which requires lots of training A system which is ugly to look at or time consuming to use A case management or management information system A reporting tool Integrated with your other systems A replacement for making contact with the professionals linked to the same client inside or outside of the application A referal mechanism that replaces existing processes Patchwork in Practice A scenario Visible Team Currently Jill a social worker knows that there are 3 other agents working with her client through case notes and speaking with the client Ellen health visitor Jack Child protection know of each other s and Jill s presence however Sian District Nurse only knows about Jack sible Networy Police officer Teacher Others Speech Therapist GP Hidden Netwo The Hidden network may include other agencies schools police GPs and so on These people may not realise the client is recieving services from other places So for example if a teacher notices non attendance or bruises by logging in to Patchwork the network around that client is quickly revealed allow
13. ent can add or remove people from their Circle all agents will see the same To add a new person click Add To Circle You will be able to add any of your clients to the Circle You can add more than one client to the Circle using multiple selection tick boxes To remove someone just click the cross in the top right corner You can view the Client page of people in the circle by clicking View Client If there are people in the Circle who are not your client i e If another Agent has added them you can join their team by clicking Join Team Agents 8020 Fachwerk Agents x Y D edge patchworkhg com agents Patchwork Agents Search for agent by name Eveline Nolan Jewel Simonis Trevor Boyle Alexandrine Dickens Amira Hayes Keyshawn Cole Nigel Waters Ottis Hoch Jany DuBuque QUO og rien Feed Alberwerth Schinner Alterwerth Schinner Altenwerth Schinner Altenwerth Schinner Alterwerth amp chinner Alterreerth Schinner Alterwerth Schinner My Clients Agents Agencles agent gpatchworktest com agentigpatehworktest com agent Apatchworktest com agent patchworktest com agent4 patchwerktest com agentSapatchworktest com agent amp gpatchworktest com agentBgpatchworktest com D D edge patch ng qxen ibe rane Qi Paichwork Feed My Cle Invite a new agent to Patchwork Who does the agent work for dens Ar erar M s Abo
14. following new features and Improvements to Patchwork a Agent directory Invite new agent Patchwork walkthrough document Version 3 September 2013 My clients Adding new clients 8 O O ghiahwork MyCliems x i O edge patchworkhq com clients Patchwork Feed My Clients 4007 clients Name My Clients Agents Agencies About Hello Trevor Add a new clem Sorby von Firstname Surname Last a tivity Team size Attentions Count Last activity Hirarn Block 26 agents 2e attentions 12 2013 H other agents have raised their attention on this client s P Aaliyah Reichert i j 1 o You have raised attention on this client gere ech u I Abbie Goyette r 43 bs 1 attent 12 Aug 2013 o You have raised attention on this client agen 3 n 80D qinuheok Ad CH ly a 12013 eo O ed patchworkhg con chet new EN Patchwork Feet My Cents Agents Agencies About Holla Trevor w o 2013 20153 n Add New Client uu Personal details a AED LIU Mgr 4B o QU edge panchwerkhe Bens edge patchwarkhgcom dashbaear First name TUFTET ai Date of birth Aliases Remy a aS Nara Add alias Peleheork Feed My Chen Agents Agencies ABS Hella Tessar 5 Add New Client Duplicate record prevention To pew dupcaw records lache reverer tn lit of individuals that haee ready beer added bebow F one of theg s he person you are aliali io add please prev e th perser beskie Ghee Brennen Wore cf tha
15. ies By clicking on an agency name you will see a Reception telephone number longer description and a list of the individual agents Altenwerth Schinner 225 922 7455 x036 contact agency46 org working for that agency You can edit the details Armstrong LLC 765 584 6757 contact agency85 org here Bahringer Bechtelar 216 277 8227 v2001 contact agency106 org Bartoletti Gorczany and Rohan 113 369 8699 contact agencyill org NB To add anew agency to Patchwork email Batz O Kon NGA GER GRGO IFA contactManencu en patchwork mav asn au with the Agency name and 6 O O rawo anenwenh o m zm Lu ae Beatty Berd RESES C adaa casciwarkhe com agancies 48 m a brief description of why they should be added to Becker Group L Patchwork Feed My Clients Agents Agencies About Hello Trevor Patchwo rk Beer Goldner Beer Ti dH P radi Altenwerth Schinner TEENS Beier Grant Reception telephone number 225 922 7455 x036 Beier Mosciski Email contact agency46 org Berge Turner Website http www agency46 com Bernhard Buck Description Fuga dolorum nihil qui pessimus Dolores ut sint asperiores corrupti Et dolor ab et magni aut Blick Hickle Agents Adela Erdman 077 553 2095 agentiSgepatchworktest com Alan Bright 07828392746 alanikagency com Alexandrine Dickens 136 146 0088 agentigpatchworktest com Amira Hayes 656 418 5340 x329 agent patchworktest com Augustine Tillman 076 083 5291 x9786 agent15ftpatchwork
16. ing the teacher to get in touch with other members of the team eg Jill to discuss her concerns By practitioners for practitioners Patchwork has been developed with frontline practitioners Understanding the aspirations and limitations of working within current systems has been at the core of the development of Patchwork Key Learnings During Insight Research phase 1 Practitioners are frustrated by inconsistent relationships with clients Rooted in e Serious recruitment and retention issues e High Case Loads e BadlT 2 Incomplete picture of the their clients family and those working with their clients Caused by e Weak ties between practitioners and other organisations e Confusion re data protection privacy and consent who are we allowed to say what to e Nospace time for the voice of the client in shaping the team around them What practitioners told us Time restrictions that limit working together Not partnering when we could lack of time resources for networking We don t do it well enough because we don t know who we are Better communication and cooperation Share resources Collaborative for the benefit of the client without ego Seamless communication about the client and their issues think it will be a great tool to begin connecting professionals to start putting the child in the centre of a hollistic approach Give the big picture quic
17. kly Quick access to agency contacts Linking providers sharing information and improving services and outcomes for families Save time chasing up workers Keep updated with other agents so work is not duplicated Security Patchwork takes security of data seriously and has been designed with some key security principles in mind e here should be a purpose in entering a client on to Patchwork and this decision sits with practitioners as they are the experts in their case load e Only minimum required data is held in Patchwork e Files and attachments containing personal data cannot be uploaded in to Patchwork Only people working with a client can access data about a client e Patchwork is supported by a range of documentation that makes people aware of their responsibilities regarding security of data e Patchwork is compliant with the law and codes of best practice around security e he duty to share can be as important as the duty to protect Client Management Systems Patchwork Sharing your case files around a Sharing your address book client around a client These principles are translated into a number of design features that ensure security is embedded into Patchwork product and services Security for Users e Access to Patchwork is restricted to approved users via a systems administration console e Users create their own strong password and are in control of resetting their passwords e here is a
18. n really galvanizing and helped lots of people move away from abstractions It Brighton Featured Feedback Staffordshire Surrey Subscribe via RSS e Recent Posts 13 May 2013 12 How was Patchwork developed Developed in response to the Baby Peter tragedy FutureGov have worked closely with users and front line staff to design the tool This began with a research phase in Westminster Council and then a partnership with Lichfield Council in the UK Front line practitioners said a huge barrier to working collaboratively with other agencies was they simply didn t know if other organisations were also working with their clients and if so who they should contact from them So FutureGov worked directly with users to design an application that allowed them to see exactly that who else is involved and how to get in touch Having built a prototype app this was then tested with staff in Lichfield and Patchwork was developed It has now been implemented in councils in the UK and there is a current proof of concept project in Victoria Autralia Who are FutureGov Over the past 4 years FutureGov has worked with over 50 clients in the digital innovation Space drawing on our design technology and change skills to help identify challenges and work with users to define and deliver solutions We have worked across the UK with Districts Unitaries and Counties from Surrey to Staffordshire Brighton to Camden 19
19. n view The individual Agents working with this client and their contact details The Agencies working with this client Any activity relating to this client by you or any other practitioner in their team Attentions raised on this client by you or any other practitioner in their team Tabbed Interface Circles 8 O Q Patchwork Abbie Goyette x W 4 gt Di edgepatchworkhg com clients 420 family 0000000 Patchwork Feed MyClients Agents Abbie Goyette s team Email all agents Edit profile Agents Agencies Activity Attentions Abbie s Circle Angelita Goyette x Jamey Goyette 1 agent D attentions Katheryn Jenkins 19 agents D attentions View dient D agents D attentions Felix Powlowski 5 agents O attentions Help Accessibility Terms amp Conditions Privacy Policy i 2015 Patchwork All Rights Reserved Patchwork walkthrough document Version 3 September 2013 Join team Agencies About Add to team Raise attention Hello Trevor w Circle Add to Circle Albert Littel X 16 agents D attentions View cient supbort patchworkhg com J Circles The 5th tab is Circles The Circles function allows you to connect your client to people who are important in their lives and who s activities may have an impact on your client These may be people in their family members of the household or other significant relationships Any Agent working with the cli
20. t no client falls through the gaps and ultimately better outcomes for children and families amp C D dorecweek atee Goyer x C SS edge patchworkhg cam clients 420 famlly Ua S Patchwork Feed My Clients Agents Agencies About Hallo Trevor w Abbie Goyette s team Email all agents Edit profile Agents Abbie s Circle Angelita Goyette x Jamey Goyette Albert Littel Katheryn Jenkins x Felix Powlowski x Help Accessibility Terms amp Conditions Privacy Policy supportepatehworkhg com 2013 Patchwork All Right Reserved Watch a short film about Patchwork http vimeo com futuregov httpvimeocomwhatispatchwork How Patchwork is different Patchwork differs from case management systems by only holding mininmal data that can be shared across agencies and sectors It is about the revealing the people working in the team rather than case notes Case Management System MK e An agent can view and share case notes with other involved agents Agents are from same sector and usually from same organisation Constraint Information is often too deep and detailed to share Doesn t improve partnership working Patchwork An agent can view the team around a client and their contact details Agents can be from any sector and from many different organisations Opportunity Light information can be shared and encourages human networks to work better together Each CMS syst
21. test com com teed 270 2889 x 06522 agent 5 patchworktestcom Patchwork walkthrough document Version 3 September 2013 Agent ALL EXISTING PROCEDURES STILL APPLY New Case Case Work Special attention needed on a Client Discover new Agents agencies that are relevant to your Client Need to contact all Agents working with your Client SCENARIO ACTION Add client to Patchwork only if there is a need Look in Patchwork Haise attention on Client in Patchwork for other practitioners to see Add to Client s team in Patchwork or invite to join Patchwork Email all Agents from client team page HOW CAN PATCHWORK SUPPORT ME IN MY ROLE WHO PROCESS OUTCOME The Agency agent need to Add new Agency Agency available add for my Client is missing NAME Agent s purdetaiis Agents can be added to WWW that Agency Agents or Agency to can be added to Client s team System Administrator SHARING Email Information GUIDELINES Sharing Guidelines Agency Added to Patchwork HOW DO AGENCIES GET ADDED TO PATCHWORK NEW CASE Agent NB If all Clients have been added upfront use 1st appointment to confirm consent If consent is not YES or given email patchwork mav asn au to have UNSURE them removed from the system 1ST APPOINTMENT Agrees and Signs consent Add to Patchwork Does not give consent Don t add to Patchwork or remove by emailng
22. time out to ensure screens users don t stay logged in when away from their desks e Activity in Patchwork is always logged and visible to ensure an all eyes on data approach e Only system administrators are able to approve users and create agencies to ensure data quality is maintained eoo Sig Patchwork Sign In x y l n w edge patchworkhg com agents sign_in Q Patchwork Sign In Enter your email address and password below to access Patchwork Patchwork is only accessible to invited users who must accept the invitation and activate their accounts before signing in Please email support patchwerkhg com if you were expecting an invite and have not yet received it or would like to request an invite Email Password Forgot your password Account locked Help Accessibility Terms amp Conditions Privacy Policy supportiapatchworkhq com 0 2013 Patchwork All Rights Reserved Security of Data There is no client search facility on Patchwork meaning users need to have some basic information about a client before they can access them in the system Users cannot see information on clients they are not working with Only a minimum amount of data is held in Patchwork about clients name age date of birth and address There are no case files case notes or case history All users of Patchwork can edit and maintain client information and changes are shared with the client s team There is
23. ut Hello Trevor me o mew agent Activated imed ET TIT ELLE Ta zz ENS dg pano uera Faq ger irs aed 05 CHER L pe en aho diane DRODH derc4 uccf ugmuenra C cee Ded put Pee rk Fa con a Hella Trew Potchwork Feed Myles doen Agencies Abou Invite a new agent to Patchwork Enter the agent s details Fir ramp Pr ferred oiei rami Agency II h ee EC edie Tart b Che Prey Puky Patchwork walkthrough document Version 3 September 2013 Search for and add an Agent By clicking Agents you can view all the Agents using Patchwork in your area If you want to find a specific agent you can use the search functionality You can search for an agent by name or filter the agents by agency using the dropdown menu or a combination of both To invite a new agent to Patchwork click Invite A New Agent Choose the agency they work for and add their details They will then be sent an invite email If the agency is not listed you can request for them to be added or them to be added by clicking Agency Not Listed Agencies Viewing agencies 9 O O dj rachwork x X me em mann gt edge patchworkhq com agencies a a a When you click Agencies at the top of the page Patchwork Feed My Clients Agents Agendes About Plor sss you will be taken to a list of all the agencies using Patchwork in your area and their contact details Agenc
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