- 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.
|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
|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
|Select the referral source or use the green + icon to add a customized reason