Viewing Available Shifts & Handling Referrals

Viewing Available Shifts & Handling Referrals

Overview:
Monitor open shifts that need filling and manage client or partner referrals.

Steps

1. Available Shifts
   
   

   • Click Shifts → Available.
     
     

   • Filter by Date, Service Type, or Provider Skills.
     
     

   • Click a shift to view details, then Assign or Claim.
     
     

2. Create a referral
   
   

   • Go to Referrals in the menu.
     
     

   • Click + New Referral.
     
     

   • Enter Referring Source, Client/Patient, Service Needed, and Date.
     
     

   • Click Save to generate a referral record.
     
     

3. Track referral status
   
   

   • View all referrals under Referrals → All.
     
     

   • Update status to In Progress, Completed, or Declined.
     
     

Tips

• Use Bulk Assign to fill multiple shifts at once.
  
  

• Link referrals directly to a Client record for history tracking.
  
  

Troubleshooting

• No shifts found: Expand your filter date range.
  
  

Referral missing: Ensure the referring source has been added as a client or contact.