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Referral Cover Page
What is a Referral Cover Page? A Referral Cover Page is an overview of the status of a given referral. Upon opening a referral, a right-drawer will open, providing you the latest and most need-to-know information all summarized in one screen; ...
Person Tab
What is the Person Tab? The Person Tab is a section within the Referral Details screen that allows the you to view and edit information about a person. Information in the Person Tab is global, meaning that changing or updating this information will ...
Questionnaire Tab
What is the Questionnaire Tab? The Questionnaire Tab is a section within the Referral Details screen that allows you to view and input details about the person as they relate to the service being requested through the referral. Each service may have ...
Logs & Notes Tab
What is the Logs & Notes Tab? The Logs & Notes Tab is a section within the Referral Details screen that allows you to record and centralize conversations and internal notes about a referral. Logs & Notes List At the center of a screen is a list of ...
Contacts Tab
What is the Contacts Tab? The Payers Tab is a section within the Referral Details screen that allows you to organize and manage a person's external contacts, whether it be a Case Manager, Emergency Contact, Guardian, etc. Keeping information ...