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  • Acceptance (Date)
  • Date that the client's referral was accepted. Abbreviated to Acceptance in the Case List report.
  • Additional Referral Particulars
  • Additional details about the case.  The dropdown options  are end-user defineable through the Options Menu, Common Lists. 

  • Address
  • Postal address of the client.
  • Age
  • Age of the worker. Entries are end-user defineable through the Options Menu, Common Lists.
  • Approved Funds
  • Plan amount or estimate approved for the case.
  • Assigned To
  • Consultant who is responsible for the case.
  • Assigned To Email
  • Consultant's email address.
  • Assigned To Phone
  • Consultant's phone number.
  • Assigned To Qual
  • Consultant's qualifications.
  • Assigned To Title
  • Consultant's title e.g. Mr/Ms/Dr etc