Difference between revisions of "Referral status"
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| Assessment Arranged || Pending | | Assessment Arranged || Pending | ||
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| + | | Assessment Complete || Open | ||
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| + | | Pending Allocation || Open | ||
| + | |- | ||
| + | | Allocated || Open | ||
| + | |- | ||
| + | | First Appointment Booked || Open | ||
| + | |- | ||
| + | | First Appointment Attended || Open | ||
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Revision as of 10:33, 28 February 2024
Introduction
Referral Status is used in conjunction with Referral Templates. It allows you to use multiple stages which can reflect the task, or progress of that referral, yet be collated into a single status. For example, a Casework project might have the following:
| Referral Stage | Referral Status |
|---|---|
| Referral Received | Pending |
| First Contact | Pending |
| Assessment Arranged | Pending |
| Assessment Complete | Open |
| Pending Allocation | Open |
| Allocated | Open |
| First Appointment Booked | Open |
| First Appointment Attended | Open |
