Referrals & the referral portal

Taking in referrals, turning them into cases, and the portal for attorneys and adjusters.

• Accept a referral and create the case

  Accept a new referral, then create the patient and the case from it in one short form.

• Add a referral manually

  Type in a referral that came by phone, fax or email so it shows on your referral list.

• Change a referral's law firm

  Credit a referral to a different law firm straight from the referral list.

• Clean up duplicate law firms

  Move referrals off a duplicate firm, or turn a person's name that became a firm into a referral source.

• Filter, sort and export referrals

  Narrow the referral list by status, law firm, person or date, and download it as a spreadsheet.

• Give an attorney or adjuster portal access

  Create a free Referral Staff login so a referral partner can send and track referrals online.

• Law Firm vs Referred by: two different fields

  Law Firm is the organization a referral is credited to; Referred by is the person who sent it.

• Manage referral sources

  Keep the list of people who send you referrals, and link each one to their law firm.

• Referral statuses and how to change them

  What New, Accepted, Assigned, In Progress, Completed and Closed mean, and which ones change by themselves.

• Review a referral and add notes

  Open a referral to see everything that was sent, keep internal notes, and accept it.

• Sign in to the referral portal

  The referral portal is where attorneys, adjusters and other partners send referrals and follow their progress.

• Submit a referral through the portal

  Send a patient referral to the case management company online, with insurance and legal details.

• Track your referrals and download a PDF

  See where each referral you sent stands, and save a copy as a PDF.