Point of Care Ideas

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BPCRM Referrals: Add Home Visit Scheduled status and column

A referral status turns purple if a home visit is scheduled but the status doesn't change, so doesn't allow you to filter out referrals with a home visit scheduled vs. active referrals. Also, would be helpful to view home visit information directly from the referrals list. Requested by Candace Dickerson during BPCRM Referrals pilot.

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

Adding a "Home Visit Scheduled" status would provide a dedicated way to identify and filter referrals with scheduled home visits, instead of just relying on color coding. Also, providing home visit details directly from the Referrals list view, would eliminate the need to open home visit information on each referral record or switch to the admin calendar to see details.

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Idea Benefit

Users would be able to quickly differentiate active referrals from those that have progressed to the home visit stage.

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