For agencies🏢 Agency Management
Manage consumers
Record the Deaf or LEP individuals you serve, with their language and preferred or do-not-send interpreters.
Consumers are the people who receive interpreting services. Their language and preferences drive scheduling suggestions and exclusions.
Step by step
- 1Go to Agency, open the Operations page, and select the Consumers tab to see the roster ordered by last name.
- 2Click "+ Add" and enter the consumer's first name, last name, and primary language (all required).
- 3Set Preferred interpreters to surface them first when scheduling for this consumer.
- 4Set Do-not-send interpreters to exclude them from this consumer's jobs.
- 5Set a preferred interpreter gender (Male / Female / Either), it pre-fills the assignment form and warns coordinators when they pick a mismatched interpreter.
- 6Optionally add preferred qualification tags so jobs for this consumer favor interpreters with those credentials or skills.
- 7Save; use Edit to update preferences later or Delete to remove a consumer.
Tips
- Preferred and do-not-send lists are mutually exclusive, an interpreter cannot be in both.
- The gender preference is warn-only, coordinators can still assign anyone, since a same-gender interpreter may not be available.
- Deleting a consumer is permanent (unlike customers, which are only deactivated).
- Consumer details are private health information and are never shown on the booking portal or confirmation PDFs.
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