What is this guide?
This guide will take you through how to manage referrals on the pathway dashboard. This includes:
- Viewing the referral chart
- Viewing the pathway dashboard
- Viewing individual pathway steps
Who should read this guide?
Professionals who are using the RIVIAM workflow service to manage referrals.
1. Viewing the referral chart
Under the Referrals tab in RIVIAM, the Pathway Centre shows data and graphs on the distribution and number of referrals received/updated per day, week and month. You can filter down on specific dates here then click 'Refresh' or select 'Today', 'This week' or 'This month' as shown below.
2. Viewing the pathway dashboard
Below the distribution graphs, you will see the overview of all the pathways configured. A pathway has a [R]ed, [A]mber and [G]reen status that is calculated by the number of hours since the referral was received. This can be configured for each service in line with their referral KPIs.
Click on any of these and you can navigate to the individual pathway dashboards.
3. Viewing the individual pathway steps
When you click on a pathway (e.g. Priority), you will be taken to the individual pathway dashboard. The pathway dashboard summarises all the referrals assigned to the pathway.
The pathways show the different steps for a referral and can be configured to meet specific requirements. For example, the referral steps could be contact team, administration and completed -
To learn how to move a referrals between steps, please see How to manage referrals on the referral dashboard.