Central Inbox

The group Inbox lists referral legs received by the management organization. Member practices keep their own referral workflows and Referral Inbox; this page is not a combined list of their incoming submissions.

Read the list

The columns show Patient, Reason, Sender, Received, Urgency, and Status. Clicking a row opens its referral journey. Use the separate Distribute to practice action on an eligible row to choose a receiving practice.

The tabs filter the management organization’s non-archived referral legs:

All — all statuses.
Undistributed — excludes Distributed, Forwarded, and Cancelled.
Distributed — only legs marked Distributed.

An item in Undistributed is not necessarily eligible for distribution. The operation also requires an open journey and a nonterminal referral status; completed or declined referrals cannot be distributed.

Distribute a referral

Choose the row’s Distribute to practice action.
Select the intended member practice. Only Tier 2 practices, described in the dialog as having a BAA on file, are listed.
Add a Distribution note (optional) if needed.
Choose Distribute Referral.

After success, the original leg is marked Distributed and appears in that tab. A new pending child leg is created for the selected practice in the same journey. The receiving practice gains access to the patient through that referral. This action does not create a new Needs Review submission in the practice’s Referral Inbox.

If no Tier 2 practice is available, the dialog asks you to set up a BAA with a member practice first. Use Cancel to leave without distributing.

Create a referral for a member practice

Choose New Referral to enter an intake directly on behalf of a Tier 2 member practice.

Select the Receiving Practice.
Enter the patient’s First Name, Last Name, and Date of Birth. Contact information, gender, and insurance fields are optional.
Add referring-provider details when known. If the sender cannot be identified, the management organization is used as the sender.
Enter the required Reason for Referral, plus specialty and urgency if known.
Select the Intake Method: Phone Intake, Fax Intake, Walk-in, or Other. Add an optional note.
Choose Create Referral.

The application opens the new journey. Its initial leg is addressed to the selected practice with Pending status. Attach supporting documents from the journey’s Documents page; the New Referral dialog does not upload files.

Watch: Central Inbox

Read transcript: Central Inbox

The group Inbox lists referrals received by Summit. Riley’s referral has arrived from Harbor, and Cedar’s BAA was arranged before this recording.

Choose Undistributed to find referrals awaiting routing. Distributed, Forwarded, and Cancelled legs are excluded from this view.

Use Distribute to practice. Select Cedar, a Tier two member with a BAA on file, then add an optional note for the receiving team.

Choose Distribute Referral. Riley leaves the Undistributed list and appears under Distributed. The same journey now has a pending leg for Cedar.

New Referral creates an intake for a Tier two practice. Select Cedar, then enter Morgan’s name and date of birth.

Provider details are optional; leaving them blank uses Summit as the sender. Enter the referral reason and specialty, then choose Routine urgency.

Keep Phone Intake selected and add the call’s context in the note. Review the details, then choose Create Referral.

The journey opens with Cedar’s leg marked Pending. The timeline records that Casey created it on the practice’s behalf. Cedar’s team makes the next decision.

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