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Referrer list
Updated over 7 months ago

The Case List includes a field called "Referral Source" which enables the user to sort cases by the referrer's source.

Examples of referral sources are; insurers, employers, doctors, etc.

The field can be "enabled" through the Fields Edit button.

The case list export to Excel will include the referrer's name field if it has been enabled.

Search functionality is not yet available for the referrer's name.

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