Referrals Received

Referrals Received are those Referrals sent to your Office. You may search for Referrals Received 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 Received button on the CLIFF Toolbar.

  • [Referrals Received] For This Office - Lists all Referrals received by your Current Office and that are not completed.
  • [Referrals Received] With Due Dates - Lists all Referrals received by your Current Office that are not completed and have a Due Date.
  • [Referrals Received] Overdue In This Office - Lists all Referrals received by your Current Office that are not completed and have a Due Date earlier than today.
  • [Referrals Received] Active in This Office - Lists all Referrals received by your Current Office that are currently Active. 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.