Version 1.13


  • Referral Activation Report - Added new option to turn on Contact details for the Partner Provider and Partner Practice.
  • Tasks Snapshot - Added new option to allow clicking on the Task Description to open the Referral with the Task information modal already showing. This includes a new Save & Return button to expedite completing the task and returning to the Task Snapshot.
  • Tasks Snapshot - Modified the Referral Date link to open the Referral information with new options for Save & Return and Return. These options are designed to expedite returning to the Task Snapshot.

Video 1

Task Snapshot User Experience

Video 2

Referral Activation Contact Details