Use the Referrals report to look at recent referrals, check assignments or research specific past referrals.
On this report you can see basic referral and claim information for each referral/case, including Customer, Service Location, Claimant, Claim#, Claim Manager, Claim Manager’s Referral Comments:
Parameters:
Start Date and End Date (required) are applied to filter results to referrals made within the date range (referencing the Referral/Create Date for the case). Default date range is the past 10 days.
Accounts parameter (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection) and Select All (or a subset) of accounts in the Accounts parameter.
Service parameter (optional) allows you to narrow the results to a particular service or services. If left showing None Selected, then all services will be included.
Referred VRC parameter (optional) restricts results to those cases referred to a specific VRC or group of VRCs. If left with None Selected, all active Referred VRCs’ will be included.
^Let me pick inactive VRCs^ checkbox (unchecked by default) is used to include inactive VRCs in the Referred VRC parameter drop-down. Inactive VRCs will not be included unless this box is checked. To see only active VRCs, leave the checkbox unchecked and Select All (or a subset of) VRCs in the Referred VRC parameter.
Branch Office (optional) limits results to cases assigned to the selected branch office(s).