Here's how to highlight a note so that your team don't miss important information
If you see a referral with a red name, there is an important note regarding this referral.
If you hover over the name the important note will appear.
How do I put an important note on the referral?
If you need to put an important note on the referral, go the the ' History' tab within the referral.
Enter your own important note in the blank field provided
Underneath this box is a button you will need to tick called ' Important Status' - Then press 'Add referral Note'
You will see the referrals name highlighted in Red
How to remove the referrals name highlighted in red:
To remove the referrals name highlighted in Red you need to go into the referral and click on the ' History' tab
There is a column in the history notes which is titled ' Important' - Once the important note is no longer important/ complete you can then untick this box and the referral name will no longer be highlighted in red.
