Method One: Prioritise Clients in inbound referrals
Click on ‘Inbound Referrals’ 👇
In the column second from the right, you will see ‘Priority’ where next to each patient’s name there is a flag
Click the flag and select low, medium, or high, 🚩 this will assign priority to patients before you have accepted or declined the referral
You can also select the priority when the referral is open (to accept or decline it)
Low, medium or high will show by clicking on the flag in the top right-hand corner
You can then select the corresponding status for the client depending on their priority, you can also leave it blank (grey) if you do not triage patients
Accepting the referral will update the patient’s triage status to the priority level you selected
You can see the client triage status on your Client Cases page from the main menu
You now have successfully learned how to update the priority level of your patient's status! 🎉
Method Two: Prioritise clients on the client list
Click on 'Clients' and click on the 3 dots 👇 next to the patient you would like to change the priority level
2. Click on 'Edit' 👇
3. Scroll down 🖱️ using the side bar and select the client triage status from the drop-down menu
4. Click 'Save' ✅
5. You now have flagged a client with their priority! 🎉