Party Referral Tab
The Referrals tab lets you view, add, and modify information related to party referrals such as referral status, detention information,
and charges related to the referral.
You can add and modify referrals from the Referral tab of a party record.
Sort Options
| Option Name | Option Description |
|---|---|
| Location | Click  to select a location.
|
| Show | Select a filter from the drop-down list. |
| Sort | Select the order in which you want the data to be displayed. |
Right-click Options
| Option Name | Option Description |
|---|---|
| Delete | Select this option to delete the selected item. When you delete the item, it no longer displays unless you choose to show deleted items. |
| Merge Document | Right-click an item and select Merge to merge a document. |
| Scan Document |
Scan a document into electronic format and associate it with the case. This first accesses the Add New Image dialog box to name the new document or image.
Odyssey then continues to the Document Viewer dialog box. If there is a scanner attached, the dialog will be in 'scan' mode.
|
| Attach Document |
Add an existing document into Odyssey and associate it with the case. Accesses the Add Document dialog box for providing a description and defining the type of file. After the information is defined, Odyssey launches
the Open a File dialog box to browse the network and select one, or many documents to attach.
|
| Relate Document |
Available when there are documents currently associated with the case. Launches the Select Documents dialog box so the user may associate one or many documents with the service event.
|
| Link Document | Available when the Document Indexing Viewer is currently open or launched. Links the document, currently shown in the viewer, with the service event selected. |