Referrals Sent

Referrals Sent are Referrals created by your Office. You may search for Referrals Sent using the predefined searches or by using one of the standard Search tools. Referrals found from any of the search options are displayed in the Referral list format.

Predefined Searches

The predefined searches are available from the Referrals Sent button in the CLIFF Toolbar.

• [Referrals Sent] By This Office - Lists all Referrals created by your Current Office and that are not completed.
  
• [Referrals Sent] With Due Dates - Lists all Referrals created by your Current Office that are not completed and have a Due Date.
  
• [Referrals Sent] That Are Overdue - Lists all Referrals created by your Current Office that are not completed and have a Due Date earlier than today.
  
• [Referrals Sent] With Active Office - Lists all Referrals created by your Current Office that are Active. If your office has created Referrals that are currently Pending, the search drills down through the forwarded Referrals to find the Active Referral.
  
• [Referrals Sent] Overdue in Active Office - Lists all Referrals created by your Current Office that are currently Active and have a Due Date earlier than today. If your office has created Referrals that are currently Pending, the search drills down through the forwarded Referrals to find the Active Referral.
  

Searching for Referrals

If you need more flexibility searching for Referrals than the predefined searches provide, use the Search for Referral form. If you need even more searching power, use the Search for Logs & Referrals.