Case Screen: Referral Tab
- Case Screen: Referral Tab Layout
This article is meant to assist you with the navigating the Referral Tab in the Case File Screen. This tab will only appear if the case was a referral at one point in time.
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Case Screen: Referral Tab Layout
Image: Case Screen: Referral Tab Layout
|Track Referral Details||When this box is checked, referral details are being tracked. If you do not want to track these details, un-check the box.|
|Referral Date/Time||Date and time the referral was received|
|Who Took Referral|| Name of the worker who took the referral
|Reason for Referral||Pick and choose a reason for the referral; use the green + icon to add a customized reason|
|Addl. Reason||If there is a secondary reason for the referral, pick and choose the reason or use the use the green + icon to add a customized reason|
|Referral Source||Select the referral source or use the green + icon to add a customized reason|