Embedded Files
User Permissions
User Permissions
Your access level determines your ability to manage referral activities:
Read Only: You can view referral activity details.
Hidden: The Referrals Activity section is hidden from your view.
Visible: You can view, add, edit, and delete referral activities.
18.pngViewing Referrals Activity
Viewing Referrals Activity
When you set the Referral Source for a patient, Mini CRM automatically creates or updates the corresponding referral activity.
1. Click the "Referrals Activity" menu.
11.png2. You'll see a detailed list of referral activities. Use the filters to narrow down the results by:
Liaison Officer
Date of Activity
Referral Type & Name
Admission Status (Pending, Admitted, Not Admitted)
12.png3. The bar graph displays data on referral type and name.
4. The pie chart shows the distribution of referral statuses.
13.pngReport abuse