entityId | Entity ID | Auto-generated when the record is created. | string |
requestDate | Request Date | Date when the referral request was made. | date |
status | Referral Status | Defaults to New at creation and changes to Sent after sending. | string |
lastChangeStatusTime | Change Status Date | Date and time when status was last changed. | dateTime |
lastChangeStatusBy | Change Status By | User who last changed the referral status. | string |
data.type | Referral Type | Determined by the referral request type. | string |
created | Referral Created Date | Populated with the creation date. | date |
createdBy | Referral Created By | Populated with the user who created the referral. | string |
data.sentDate | Referral Sent Date | Empty at creation; populated when the referral is sent. | date |
data.sentBy | Referral Sent By | Empty at creation; populated with the sender when sent. | string |
data.delivery | Referral Delivery | For agency add referral, default is Email delivery; for parent search, default is Searched results. | string |
data.parent.email | Referral Parent Email | Copied from the parent referral request email. | string |
data.parent.phoneNumber | Referral Parent Phone | Copied from the parent referral request phone number. | string |
data.action | Referral Action | Empty at creation; records actions such as Profile Viewed after parent interaction. | string |
data.actionDate | Referral Action Date | Timestamp of the recorded action (for example, Profile Viewed). | date |
data.referralRequest._id | Referral Request ID | Populated with the referral request ID at generation. | string |
data.referralRequest.entityId | Referral Request Entity ID | Entity ID of the referral request. | string |
data.referralRequest.assistedType | Referral Request Assisted Type | Assisted type from the referral request. | string |
data.provider._id | Provider ID | ID of the recommended provider. | string |
data.provider.entityId | Provider Entity ID | Entity ID of the recommended provider. | string |
data.provider.profile.programName | Provider Profile Program Name | Profile program name of the recommended provider. | string |
data.provider.profile.email | Provider Profile Email | Profile email of the recommended provider. | string |
data.provider.profile.phoneNumber | Provider Profile Phone | Profile phone number of the recommended provider. | string |
data.provider.profile.entityId | Provider Profile Entity ID | Profile entity ID of the recommended provider. | string |
data.notes | Referral Notes | Empty at creation; can be edited by agency before sending. | string |
updateDate | Updated Info Date | Date and time when info update occurred. | dateTime |
updateBy | Update Info By | User who updated referral info. | string |
modified | Updated Date | Date and time of the latest modification. | dateTime |
modifiedBy | Updated By | User who performed the latest modification. | string |
