1.) To configure an institute's "Referral Decline" reasons, please locate "Configuration" in the left panel.
2.) Select "Referral Decline Reasons."
3.) This will bring users to the "Referral Decline Reasons" page. Here, users have the ability to view active and deactivated reasons. Additionally, there are four columns present.
Category: The overall classification of this referral decline.
Text: A more specific breakdown of this referral decline.
Edit: Option to edit either the category or text of each reason.
Deactivate: The ability to move the reason from "Active" to "Deactive."
Create: Option to generate a new reason.
Editing a "Referral Decline" Reason
1.) Identify the reason you would like to adjust and select "Edit" to its right.
2.) A pop-up screen will appear that includes the Category, Text and a "Save" button.
3.) If you wish to change the Category, simply click the current category and a dropdown will appear with other options.
4.) If a user would like to adjust the Text, simply select the text box and make the necessary changes. Ensure to select "Save" before exiting the pop-up screen.
Deactivating a "Referral Decline" Reason
1.) Identify the reason in which you would like to deactivate and simply click "Deactivate."
2.) The reason will automatically move to the "Deactivated Reasons" section of the bottom of the screen. If you would like to Reactive a reason, select "Activate."
*Note: Ensure to "Unhide deactivated" to make sure they are visible to users
Creating New "Referral Decline" Reasons
1.) If users wish to create a new reason, select "Create" in the top right corner.
2.) A pop-up will surface with (1) "Category" and (2) "Text" fields. Accurately populate this information and select (3) "Save." This curated reason will now appear in "Active reasons."