The state of your referral is crucial in proper referral management. With our updates to sub status classification, you're able to customize this even further. Learn how to edit and create sub statuses here. Below we walk through the types of classification, the flow of each, and help you understand where each sub status belongs.

Here you can see the overview of two main referral processes:

  1. Ready Referral Process -- simpler flow

  2. Requested Referral Process -- sophisticated flow

By understanding how each classification fits within a flow, you'll better know where each of your referral's sub statuses seem to fit.

Submitted Statuses:

Submitted or booked sub status classifications

Closed Statuses:

Closed sub status classifications

Advanced Status Progression Tutorials: COMING SOON! 😄 

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