BPCRM Referral Stats- Column and filter updates

From reports training session, requested updates to Referral Stats screen:

Ability to drill down to stats by branch and assigned user
Ability to filter/review # of days from open by payor/plan or funding category (setup approx. date frameworks - 1 to 10 days, 11-20, etc.). No SLAs, just informational for leadership follow-up at the regional or branch level.
Add referral source as a filter so you can differentiate between AWC Svc Ctr referrals and office-created referrals
Add PS filter so users can review revenue totals by client or see what stage a specific client is in.
Remove registered column and replace with closed column
If other manual status options are added, is there a way to see those counts from this dashboard - for instance, referrals in open vs. pending status. Right now, offices can only see referrals in Open status.

Idea Background Add more filtering and options so leaders can view referral stats at a glance, instead of having to look at the Referral List and click on individual referrals. Attachments Open full size
Idea Benefit Helpful for high level, but leaders need more information to follow-up with offices or individual team members. Attachments Open full size
Compliance Risk- Business Score	2-Med (Moderate impact, department level)

Point of Care Ideas