Filter by referral status or referral method

By default, active referrals are displayed in the Manage view, and are checked green checked box in the status filters on the left. Inactive referrals are not checked unchecked box.

Filtering the selected provider list by referral status and/or referral method

Under Filter icon Filter Results, only the statuses and referral methods that are relevant to the case are displayed.

  • Click clear checkbox for a status  or referral method to check the box and show all referrals that match.
  • Click yellow checked box or a  status or referral method to uncheck the box and hide all referrals that match.
  • Clicking the checkbox for Active or Inactive checks or unchecks all the boxes in the group.