Care OS
Referral Module - Status Update
Release date:
Dec 11, 2024
We are enhancing our Referral Module to improve more complex workflow management.
New referral statuses added, with the 'Accepted', 'Awaiting Service' and 'Closed' statuses requiring a reason to be provided.
Updated the referral status menu to reflect all statuses so it is easy to jump into the right bucket directly
Enabled attaching Funders to referrals without Package specified. Also, enabled the ability to attach Packages to referrals without a specified Funder.
Added a filter by Funder to the referral list view.
New referral statuses added, with reasons.
Updated the referral status menu to reflect all statuses that can be selected in a referral.
New status's added:
Waiting to close,
Awaiting service,
Triage awaiting info
Concluded
Reason Code for 'Accepted', 'Awaiting Service' and 'Closed' are listed below:
Accepted
First call
Second call
Third call
Awaiting Service
1:1
Group
Webinar
Closed
Not enough info
Declined in Triage
Service Declined
Un-Contactable
DNA
Disengaged
Completed Support
Deceased
Other
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.
Added a filter by 'funder' to the referral list.
