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            Dashboard: Referral Insights

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            Dashboard: Referral Insights

            Zero in on the most critical referrals of the day and prioritize care coordination tasks for them.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Keep in mind that your Salesforce admin can customize components so your dashboard can look different than our example.

            • Use filters to narrow in on referrals that most interest you (1).
            • Scan key metrics about referral statuses (2).
            • View referral status and leaderboard charts. Hover over chart elements to view heatmaps that show details of referral status and age (3).
            • Drill into details of each clinical service request or patient associated with an open referral (4).
            Referral Insights dashboard

            The dashboard relies on data from clinical service requests. If information is missing from clinical service requests, widgets that use that information appear empty.

             
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            Salesforce Help | Article