2021 - December

DEX Preferred Partnership Approach Fields - File Notes

  1. "Service Setting" and "Interpreter Present" fields have been added to file notes
  2. You can now record referrals when creating a file note

New visual indicators for DEX SCOREs and Referrals -

In the next week or so another update will be released with new "DEX Tools" to make it easy to update the "Service Setting" and "Interpreter" fields for existing file notes, to add referrals for file notes that match specific criteria (eg. text like "referral to" in either the subject or body of the file note), and to update the Partnership Approach "case" fields (eg. Referral purpose etc).

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