Configuring unassigned referral day ranges

You can configure ranges to show a supervisor how many days client referrals remain unassigned to a care manager since their referral was received in the application. Unassigned referral day ranges are displayed on the Unassigned Referrals chart in the Supervisor workspace.

About this task

Three default ranges are available in the application: 0 - 6 days, 7 - 13 days, and equal to or greater than 14 days. You can modify the start and end values in each range to suit the needs of your organization.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Supervisor > Unassigned Referral Day Ranges.
    Configured referral day ranges are displayed.
  3. Modify the values for any day range by completing the following steps:
    1. Click Edit.
    2. Update the start and end values for each range, in days.
    3. Click Save.