We’ve redesigned Referral Management to make it easier to review referrals, filter your queue, and take action faster.

What’s New:

• Refined Layout: Enjoy a cleaner, more organized interface designed for intuitive navigation.
• Quick Filters: Instantly access common workflows, including New, Scheduled, Assigned to Me, Overdue, Unread, and Failed Uploads.
• Status Bucket Bar: Get an at-a-glance view of referral volume across all your statuses.
• Customizable Status Buckets: Pin and reorder the statuses that matter most to you for a personalized workflow.
• Expanded Filtering: Dig deeper with new filter options for status, department, labels, assignee, DOB, referred date, due date, appointment date, reply status, SMS status, and more.
• Streamlined Action Bar: Perform tasks—such as editing, archiving, labeling, messaging, chart actions, merging, and task creation—more efficiently than ever.

Get Early Access: If you’re interested in trying the new Referral Management experience, please reach out to our Support team to have it enabled for your organization!