This article is meant to assist you with the Referral Tab in the Case File Screen.

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Case Screen: Referral Tab Layout

Image: “Case Screen: Referral Tab Layout”

Field Name Description
Track Referral Details When this box is checked, referral details are being tracked. If you do not want to track these details, un-check the box.
Referral Date/Time Date and time the referral was recieved
Who Took Referral Name of the worker who took the referral

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