Home summarizes cases needing your judgment, cleared cases, referrals in flight, and work wrapped this week. Harbor is caught up on triage, but active referrals still need follow-through.

The Tasks panel shows open work, so Riley’s completed follow-up is no longer here. Choose View all, then Completed, to find the saved task.

Open the completed task to review its owner, due date, and resolution note. The referral link keeps that work connected to Riley’s journey.

Return to Home and look at the In flight section. Riley’s referral shows Accepted, with Cedar Grove as the sending practice.

Choose View all in the In flight section to open Referrals. Search for Riley and review the matching row.

Open the row to inspect the same accepted referral. Review its details and follow-up context before deciding what to do next.

Back on Home, the weekly figures provide another view of the practice’s workload. Check the individual cases, tasks, and referrals for the context behind each count.