Document Uploads - Update - Referral IQ®

In order to support the ability for Document Uploads we’ve also brought Referral IQ®’s framework in-line with Transfer IQ®. With this comes some other functionality improvements.

The single “Status” column is now split into two: Status (for Case Status) and Disposition. This change makes it easier to track a case’s progress and final outcome separately.

When a case is imported, the status will become In Progress, and when the case is completed, the status will be Complete.

We improved the Clinical Notes field , increasing the character limit from 255 to 3000 and supporting full edit history and inline edits—even after conversion to a case.

Before a referral is converted to a case, the Clinical Notes field is a simple textbox.

After conversion, it becomes a Case Log Note with full edit history. Both External Care Providers and Patient Placement Specialists can edit the note, and updates sync across systems with user and timestamp details shown.

A new Document Upload section lets users attach referral-related files directly in the referral form. Uploaded documents are synced with the corresponding case in Transfer IQ®, ensuring a centralized and secure process. Users can add or delete files at any time, and changes made in one view are reflected in the other.

Instead of a separate filter box, date filtering is now available directly within the Created Date and ETA columns, simplifying how users refine referral lists.

The Withdraw button is no longer available. To remove an unneeded referral, users can import it as a case, apply a disposition, and mark it complete.

The previous “View-only” mode has been removed. Referrals now open in edit mode until they are converted to cases, at which point most fields become locked.