This screen displays all of the Referrals that have been
captured on the application. Each Referral has expandable/collapsible sections,
so you can choose whether to view just the Referral, or the Referral alongside
all of the actions relating to it. You can also switch between Referral View
and Action View, as shown at the top of the screenshot below.
Here, you can see the following information:
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§ Referral Number § Caller Name § Client Name § Referral Status § Caller Address § Client Groups
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§ Caller Address § Franchise Name (or office name) § Last Actioned by (who last worked on this Referral) § Last Action at (when this Referral was last updated)
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§ Number of Hours (the amount of Care hours required) § Budget Holder § Referral Priority § Received / Follow Up / Finish Dates § Referral Added By
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As stated above, you can view all of the actions attached to each Referral. Here, you will be able to see:
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§ Date Added § Action Title § Action Type § Action Status
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§ Follow-up Date § Last Actioned by § Last Action at § Action Description
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