Referral Module - Status Update

There are some updates now available in the Referral Module. Please see a summary below.

Overview

1. Referral statuses can now be viewed in the left menu, making it easier to jump between referral statuses. As always you will be able to see how many referrals you have in each status.
2. Add quick note to referral list view, to improve visibility for care teams at the list view level. Once a quick note is added to a referral, it will be transferred to the client profile once it's linked.
3. View the ‘timestamp' for when a referral was moved to that status, and also 'sort by' this timestamp. This will allow you to see how long a referral has been in a specific status.
4. You can also filter by funder in the referral list view
5. 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 before linking.

Referral statuses in left hand menu. This is where you can add and view quick notes as well as view the timestamp for the date the referral was added to the status:

Attaching funders to referrals without packages, and enabling the ability to attach packages to referrals without funders:

Filter by Funder: