Review a referral
After you or a colleague create a referral, you can monitor its progression and update its details from the Practice, Provider, or Patient Referrals panels. Each panel groups referrals in a slightly different way.
You may use different combinations of these panels depending on your role.
For example, a Referral Coordinator may work primarily from the Practice Referrals panel that is filtered to the Receiving Clinics they manage.
Practice Referrals panel
Displays all referrals created in your practice.
![](/img/classic/2020-10-27-10-40-33.png)
Provider Referrals panel
Displays referrals where you are the referral creator, referring provider or receiving provider.
![](/img/classic/2020-10-27-10-40-37.png)
Patient Referrals Panel
Displays all referrals created for the specific patient.
![](/img/classic/2020-10-27-10-40-39.png)
Open a referral
When you open a referral, the same information is displayed no matter which panel you used to open it.
- Select a referral from the list
- The referral details appear for you to update
- You cannot edit the Description or Referral Type if the referral does not have a Draft referral status.
- To learn more about referral statuses, see Update a referral status.