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Referral Module - Status Update

Updates to the Referral Module including status visibility, filtering, and tagging improvements.

Updated over 2 weeks ago

There are some updates now available in the Referral Module. Please see a summary below.

Overview

  • Referral statuses can now be viewed in the left menu, making it easier to jump directly to the status you want to review.

  • Each referral status now has its own counter, showing how many referrals are in each stage.

  • You can now filter referrals by tags, making it faster to find specific referral types.

Status Categories

The referral module organises referrals into clear status categories: New, In Review, Waitlisted, Accepted, and Declined. Each status has a dedicated view accessible from the left-hand navigation.

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