Review a Submission

Click any row in the Referral Inbox to open the submission detail page. This is where you confirm the extracted or submitted details and decide whether to create a referral.

Layout

The page has two columns:

• Left — submission details, patient and insurance information, providers, clinical information, and notes.
• Right — the original PDF or supporting document, when available. Scroll within this panel to read additional pages, or use Open in new tab.

If you need more room, you can collapse the document side panel while editing. Manual and API submissions may not have an original PDF.

What’s in the extracted form

• Patient — name, date of birth, contact info, insurance
• Providers — referring and receiving provider names and locations
• Clinical information — the referral reason
• Notes — additional submitted details

For a submission awaiting review, choose Edit to correct the displayed details, then Save. Cancel discards your edits. Approval is disabled while editing. If someone else changes the submission before you save, reload it and review the latest details before trying again.

Source

The inbox shows where each submission came from:

• Email — received through your referral email or fax pipeline
• API — submitted by a connected Canairy Intelligence agent
• Manual — typed in by a teammate

API submissions already contain structured data, so you will not see extraction progress or retry actions for them.

Actions

Actions appear in the bar at the top:

• Edit — unlock the form to make corrections.
• Reject — dismiss the submission. You can add an optional reason. Rejected submissions stay in the Processed tab for the record but don’t create a referral.
• Approve and Create Referral — turn the submission into a real referral. A patient record is created (or matched to an existing one) and the referral appears in Referrals.

After approval

An approved submission becomes read-only. Use View Referral when a referral link is available, or View Journeys to return to the referral list.

After rejection

Rejected submissions are also read-only. The detail page confirms the rejected status and no longer offers Edit or Approve. If you rejected by mistake, ask the original sender to resubmit.

Stuck submissions

If parsing or extraction has had no update for more than 15 minutes, you’ll see a warning. Try the Retry button. You get up to three retries. If it keeps failing, the PDF may be corrupt, password-protected, or scanned at too low a resolution — ask the sender for a cleaner copy.