Daily Referral Status Report Email

Summary: This article details how to customize your daily referral status report. The daily referral status report email includes the status of all referrals received over the past seven days. You can customize your report notifications from “receive every day” to “receive only if referrals are unscheduled”.

Daily Referral Status Report:

How to Customize your 'Daily Referral Status Report' email notifications:

1. Click on the dropdown arrow next to your profile icon in the upper right-hand corner. Next, click 'Profile & Settings'.

2. Click on the 'Notifications' tab in the left navigation bar. Here you will be able to toggle on/off the 'Daily Received Referral Status Email'.
3. After toggling on the 'Daily Received Referral Status Email' you will have the following customizations:
   1. You can choose to receive the email 'Always' OR 'Only when I have unscheduled referrals'
   2. You can choose to receive status emails exclusively 'Monday - Friday' OR 'All 7 days per week'