Receiving referrals and service requests is easy. We break it down for you below.
Navigate to Referrals in the top menu and select the Inbox tab. You can view all of your received referrals here.
Using the 3-dot menu, choose from any of the options available. Or, you can choose to open the Referral by simply selecting if from the list. The same menu items are available for your use within the Referral.
Menu Options | Description |
View Referral | View full referral including all details |
View Contact Info | Quickly view all registrant details including name, phone number, email + |
Mark as Unread | Remove the 'new' label from the referral |
After completing the intake appointment, close the loop for the referrer | |
Add a one-way record of additional referral details | |
Allows the referrer and the provider to communicate back and forth within the referral | |
Copies client info to make to easier to refer them to a second service | |
Route (Premium Action) | Facilitates sending an originating referral (typically a Central Intake referral) to a provider at another agency |
Removes a referral from your calendar and inbox so that only active referrals remain | |
Change the registrant's appointment time | |
Select from the the providers who will complete the intake appointment | |
Cancel the appointment time slot | |
Download | Generate a PDF copy of full referral details |
Copy to Clipboard | Copy full referral details to paste elsewhere such as in your CMS or EMR |
Print Handout | Generate a PDF copy of basic referral details (primarily appointment) |
Resend Confirmation | Resend a confirmation email to the client to ensure they receive appointment detail (optional) |
Send Reminder | Manually send a reminder email about the appointment to the client |
Edit the registrant's Personal Health Information (PHI) | |
Cancel the appointment and removes the registrant's personal information |
Note: As the provider you can make lots of changes, and in most cases both the referrer and the registrant will be notified.
If you have more questions, send our team a message via our chat box.
