Set Outcomes for Referrals

Update the status of your past referrals. Close the loop, let the referrer know the outcome.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

In Caredove, you can set outcomes (statuses) for the referrals in your inbox. This is a crucial step in your referral management and can be done in several ways.

From within the Referral

Navigate to the Referrals tab in the top menu, and select your Inbox. Open the Referral by simply selecting if from the list. While you are viewing the referral, select the Update Status button from the top action items. Here you can move the referral from a Booked/Requested to a Closed state as you process it.

Directly from your Inbox

  1. Navigate to the Referrals tab in the top menu, and select your Inbox.

  2. Select the More Options button (3-dot menu) of the referral that you wish to set an outcome for.

  3. Select Update Status from the menu.

  4. Select the radio box beside "Closed" in the pop-over that appears. 

  5. Indicate the outcome (admitted, no show, wait listed etc.) of the appointment. 

  6. Select Save at the bottom. 

Tip: Not sure what outcome to use? Learn how to choose the appropriate outcome or add custom outcomes.

The outcome can also be set from the Outcome Icon under the Workflow column:

Pro Tip: You may choose more than one outcome for a referral. Simply select Add Another Outcome before you save. 

From the Calendar

Select the booked appointment from the calendar and Set Outcome.

Note: Updating the status of your referrals improves overall referral management, allows you to convey to the sender the state of the referral (only if the sender has a Caredove account) and is a relevant from a reporting perspective as well. The client will not be notified of the changes in the status of their referral.

Did you know that you can customize the statuses/outcomes? Learn how to configure your settings. If you need help to set custom outcomes, reach out to us through our chat box!

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