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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.

Provider Referrals panel​

Displays referrals where you are the referral creator, referring provider or receiving provider.

Patient Referrals Panel​

Displays all referrals created for the specific patient.

Open a referral​

When you open a referral, the same information is displayed no matter which panel you used to open it.

  1. Select a referral from the list
  2. 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.