Point of Care Ideas

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BPCRM Referrals: Updated Notes alert with "Assign to" option

Get an alert when someone updates or adds a note on a referral. Setup similar to Call Center where the note can be assigned. Also allow notes to be sent to AWC Service Center. Requested by Candace Dickerson during BPCRM Referrals pilot.

  • Danielle Beebe
  • Sep 18 2026
  • Needs Review
Idea Background

Allow users to assign referral notes to specific staff members and generate an alert when a note is assigned, similar to the Call Center. For example, if a CSM needs a Branch Manager to review important referral information, they can assign the note from the Referrals screen.

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Idea Benefit

Would allow staff to prompt others when an action needs to be taken on a referral.

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Compliance Risk- Business Score 1-Low (Limited impact, focused level)
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