Referral Module - Status Update

Release week commencing 2-December

Enhancements have been released to the Referral Module to enhance workflow management. Please see a summary below.

1. New referral statuses added, with the 'Accepted', 'Awaiting Service' and 'Closed' statuses requiring a reason to be provided.
2. Updated the referral status menu to reflect all statuses that can be selected in a referral.
3. Enabled attaching funders to referrals without packages. Also, enabled the ability to attach packages to referrals without funders. Importantly, both packages and funders are required to attach to a client.
4. Added a filter by 'funder' to the referral list.

For more information keep reading...

1. New referral statuses added, with reasons. And,
2. Updated the referral status menu to reflect all statuses that can be selected in a referral.

New status's added:

• Waiting to close,
• Awaiting service,
• Triage awaiting info
• Concluded

Reason Code for 'Accepted', 'Awaiting Service' and 'Closed' are listed below:

Accepted

• First call
• Second call
• Third call

Awaiting Service

• 1:1
• Group
• Webinar

Closed

• Not enough info 
• Declined in Triage
• Service Declined 
• Un-Contactable
• DNA
• Disengaged
• Completed Support
• Deceased
• Other

3. Enabled attaching funders to referrals without packages. Also, enabled the ability to attach packages to referrals without funders. _{Importantly, both packages and funders are required to attach to a client.}

4. Added a filter by 'funder' to the referral list.