A secure, transparent way for referral partners to track surrogate referrals, follow qualification milestones, and see earned bonuses — without touching private health data.
Demo mode · fictional data · not connected to production CRM.
Separate, secured interfaces for affiliates and Joy of Life staff — built around referral codes and stable contact IDs, not contact names alone.
Lifetime & six-month referrals, in-progress counts, earned bonuses, paid and approved-unpaid amounts, personal code and referral link.
Four visible stages — Records Review, Medical Screening, Starting Legal, Legal Clearance — then Completed. A visual tracker shows current stage and last update.
Affiliate & referral directories, attribution corrections, commission review, bonus approval, payment confirmation, and compensation settings — all with an audit trail.
Each referral moves through four visible qualification stages. After Legal Clearance, it shows Completed. Later surrogate case stages are never exposed to affiliates.
All values pending client confirmation.
Affiliate and admin access use server-side permission checks — never a URL parameter or client-side filter alone.
Every referral has a stable Referral ID, Affiliate Contact ID, and Surrogate Contact ID.
No medical records, health details, or later surrogate case stages are exposed to affiliates.
Every attribution correction, milestone change, and payment confirmation is audit-logged.