Referral status

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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:

Caption
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