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This tab displays the Topic Code selections for this referral request. When Status is Pending and Qualification Mode is Open, then Aptify automatically identifies suitable vendors for the referral on the Vendors tab by matching Topic Codes between the two records. See Creating Referral Requests for details.
Note that a Topic Codes tab does not appear on the Referral Requests form by default so you may need to add it manually. See Configuring Referral Requests for more information.
For information on creating Topic Codes and selecting them on a form, see the Topic Codes Topic Codes chapter Codes chapter in the Aptify Customer/Member Management Guide.
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