Referrals Management Dashboard

The interface presents a comprehensive "Referrals" management dashboard within a Hospice Sales CRM system. A prominent left-hand sidebar navigates through various system sections, including Dashboard, Patients, Referrals (currently active), Volunteers, Care Team, Service Areas, Providers, Sales Activities, Territories, Analytics, AI Intake, Commissions, Workflow Automation, CRM Assistant, and Reports. The main content area is dedicated to tracking and managing patient referrals, introduced by the title "Referrals" and a descriptive subtitle. A "+ Add Referral" button is strategically placed in the top right for quick action. Below the main title, a search bar labeled "Search referrals..." facilitates quick filtering, accompanied by two dropdown menus to refine results by "All Statuses" and "All Urgency Levels." Four distinct status cards provide an immediate overview of key referral metrics: "Pending" with 1 referral, "Contacted" with 1 referral, "Scheduled" with 1 referral, and "Admitted" with 1 referral, each identified by a unique icon and color scheme. A detailed table lists individual referral entries under columns: PATIENT, SOURCE, STATUS, URGENCY, ASSIGNED TO, DATE, and ACTIONS. Specific examples include James Park (pending, high urgency, assigned to Nancy Kim, dated 2024-09-20), Robert Johnson (contacted, medium urgency, assigned to Maria Rodriguez, dated 2024-09-19), Helen Martinez (scheduled, low urgency, assigned to David Thompson, dated 2024-09-18), Sarah Kim (admitted, medium urgency, assigned to Nancy Kim, dated 2024-09-17), and William Chen (declined, low urgency, assigned to Lisa Chang, dated 2024-09-16). Each entry includes contact information for the patient and source, and action icons for calling, marking as complete, or deleting. Statuses are color-coded (e.g., yellow for pending, blue for contacted, green for admitted), and urgency levels are indicated with icons and colors (e.g., red for high, orange for medium, green for low). The lower section of the interface highlights "Top Referral Sources." This segment presents five distinct cards, each detailing a referral source, their affiliation (e.g., Hospital, Physician, SNF), a contact person, the date of their last referral, and the total number of referrals attributed to them. Notable sources include Mission Hospital with 31 referrals, Cedars-Sinai Medical Center with 24 referrals, UCI Medical Center with 18 referrals, Dr. Lisa Chang - Internal Medicine with 12 referrals, and Golden Years Skilled Nursing with 8 referrals. All listed sources show "Last referral: 13 months ago." The overall layout emphasizes clear data presentation, immediate status visibility, and streamlined referral management. The top right corner also displays "Demo Version" alongside a settings gear icon.