Referral Inbox

The Referral Inbox holds incoming submissions for review before they become referrals. Open a submission, check its patient and referral details, then approve it or reject it.

Tabs

• Needs Review — submissions that are parsing, extracting, or pending review.
• Processed — submissions that have been approved, created, routed, or rejected. Rejected submissions remain here without creating a referral.
• Signals — available when your practice’s signal settings and your access allow it. This view has signal-specific filters.

What each row shows

The table includes Patient, Speciality, Reason for Referral, Received, Source, Documents, Status, and Urgency. Some fields may be blank while information is unavailable. A submission without a patient name shows Unknown; extracting submissions show loading placeholders for several fields.

Source labels distinguish Email, API, and Manual submissions. The Documents column shows an icon when attachments are present. Assignment information is on the submission detail page, rather than a column in this table.

Click a row to open the submission detail page.

Getting things into the inbox

• Send a referral through your practice’s configured referral email intake.
• Choose Manual Entry to start a submission with a subject and optional sender email, then add patient and referral details on its detail page. See Create a Manual Entry.
• Use a connected Canairy Intelligence client to submit structured referral data with optional attachments. See Canairy Intelligence.

Processing and retries

Email intake can pass through parsing and extraction before a submission is ready for review. Processing time varies. Structured API submissions bypass extraction and arrive pending review.

If parsing or extraction has had no update for more than 15 minutes, the table shows Stuck and the detail page shows a warning. The detail page offers Retry while fewer than three retries have been used. Reprocessing requires a stored source email and a configured intake pipeline; contact support if it cannot run or the retry limit is reached.