New Features
We’re back with fresh updates to enhance your experience on the referrals site! These changes aim to make your daily workflow smoother, more intuitive, and client-focused—so you can spend less time navigating and more time advocating.
Renamed Section: Actions Needed
Cancelled Appointments
Updates on Active Clients
Pending Referrals Updates
New Sections to Explore
Client's page: Color-based update
Renamed Section: Actions Needed
Updates on Active Clients
New Sections to Explore
Cancelled Appointments
Pending Referrals Updates
Client's page: Color-based update
See the Updates in Action
Watch this quick walkthrough of the latest referral site improvements—from streamlined workflows to smarter client tracking. In just a few minutes, you’ll see how these features can save you time and help you stay organized.
Revamped Homepage: What's New
The homepage is now cleaner and easier to use, with your top tools front and center.
Actions Needed from [User Name]
“Pending Recommendations” has been renamed to “Actions Needed from [User Name]”.
Active Clients
- Fewer columns for a simplified view.
- Messages with Elite – Chat directly with us about each patient.
- Clickable Patient Name and Recent Appointment now in red and underlined.
Active Clients
Featured Providers – Meet new doctors in our network.
Office Tours – Watch quick videos of partner clinics.
Provider Interviews – Get to know how providers care for patients.
Actions Needed from [User Name]
“Pending Recommendations” is now “Actions Needed from [User Name]” – clearer and easier to track.
Active Clients
Fewer columns for a simplified view.
Messages with Elite – Chat directly with us about each patient.
Clickable Patient Name and Recent Appointment now in red and underlined.
Active Clients
Featured Providers – Meet new doctors in our network.
Office Tours – Watch quick videos of partner clinics.
Provider Interviews – Get to know how providers care for patients.
Improved For You: Client Page Updates
The Clients page is now simpler and faster to use, with clearer info and easier case management.
Cancelled Appointments
Updated “Cancelled Appointments” color for quick and easy status recognition.
Pending Referrals
Newly submitted referrals now appear with yellow background. Once the referral is approved, the yellow highlight is automatically removed.
New Legends Added
🔴 Red
Missing documents.
🟡 Yellow
Pending Elite Review.
⚪ White
Ongoing or completed treatment.
Cancelled Appointments
Updated “Cancelled Appointments” color for quick and easy status recognition.
Pending Referrals
Newly submitted referrals now appear with yellow background. Once the referral is approved, the yellow highlight is automatically removed.
New Legends Added
🔴Red
Missing documents.
🟡Yellow
Pending Elite Review.
⚪White
Ongoing or completed treatment.
Built for the Way You Work
We designed these updates to fit right into your daily flow—making it easier to manage, communicate, and succeed. With cleaner layouts, faster access to key tools, and smart visual cues, everything is geared toward helping you work more confidently and efficiently.
Simplified Workflow
We simplified the layout and remove extra steps so you can focus on what matters. With fewer clicks and a cleaner view, it’s easier to get things done.
Improved Communication
The new Messages with Elite feature lets you talk directly about each patient. No need to switch between emails or phone calls.
Better Client Tracking
Color labels now show you exactly which cases need attention. This helps you respond faster and stay organized.
Future Ready Tools
We’re building more smart tools like threaded messages to improve your work. These updates are made to fit your daily needs better.