Short answer
The Pipeline tab on Referrals opens on Open, which lists every prospect except those marked Not proceeding. Anyone you offboarded counts as Not proceeding too. Nothing is deleted. To see them, tap Not proceeding in the row of stage buttons, or tap Show hidden people in the line under the list, such as "2 prospects who are not proceeding are hidden". The Open count is the same number as In Pipeline at the top of the page.
Step by step
- Open Referrals from the sidebar and tap the Pipeline tab.
- Open is selected. It lists everyone still being worked.
- Tap Not proceeding, or tap Show hidden people under the list, to see the prospects who are hidden.
- Tap a name to open that person's record.
- Tap Open to go back to the working list.
Good to know
- Offboarded prospects: a prospect you offboarded shows under Not proceeding, not under the stage they were at.
- The hint line: the line with Show hidden people only appears on Open, and only when someone is hidden.
- Nobody open? If everyone in your pipeline is marked Not proceeding, the page says there are no open prospects and still offers Show hidden people and New prospective patient.
- The page always opens on Open. It does not remember that you chose Not proceeding last time.
Related
- Referral pipeline, the full guide to the tab.