Dashboard

To manage assigned referrals, view outstanding tasks and estimate workload

Your Dashboard displays all referrals assigned to you. It is private and only visible to you.

Search & Filter

Quickly find referrals by:

Searching by Client Name or NRIC / FIN (partial matches allowed).
Filtering by Referral Status, Referral Date Range, Referral Source, or Referral reason.

By default, referrals are sorted by the most recent referral date and time.

Bookmark Lists

Create Bookmark Lists

To better organise your cases, you can create Bookmark Lists to track clients based on their needs or urgency to ensure no critical case is overlooked.

Examples of Bookmark Lists:

Task-based - Call follow-ups, document collection, pending assessments.
Frequency-based - Monthly check-ins, quarterly follow-ups.
Risk-based - High-risk clients needing urgent intervention.

Bookmark a client

Click the button on the referral card and select a list.
To remove a client, click the button again.

Clients can be added to multiple bookmark lists.

Notes

You can add personal notes to keep track of important details about a client. These notes are useful for reminders and case-specific details.

Click the on the referral card.
To clear the note, click the x button.

Notes on your dashboard are not shared with other users.

Manage Referrals

Keep your referral details up to date by clicking the button on the referral card:

Edit Referral Details - Update the referral source, reasons, and remarks.
Change Referrals Assignment - Assign, reassign, or unassign a caseworker.
Set Referral Status - Update the referral status based on case progression.

Referrals that are Cancelled or Resolved will no longer appear on your Dashboard, but they can still be accessed from the All Referrals page.

Cancelled referrals: You can no longer view the client’s profile unless the referral status is changed back to Pending.
Resolved referrals: To regain access to the client’s profile, you will need to create a new referral using their NRIC/FIN

You can also manage referrals from:

All Referrals Page – View and track all referrals within your service.
Client Profile > Referrals tab – See all referrals linked to the client.

To view a client’s profile, click the referral card or select View Profile from the menu options.

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Last updated 1 month ago