Connections
Open Network → Connections to review relationships between practices. A practice connection is separate from membership in your own practice.
Review connections and requests
The Connections view has three filters:
- All — active connections plus incoming and outgoing requests.
- Care Coordination — active connections with the Care Coordination tier.
- Pending — incoming and outgoing requests, with a count when requests are waiting.
An active connection card shows the partner practice, a Connected or Care Coordination badge, a Since date, and Dissolve. The Since date comes from the connection’s creation date; it is not the most recent referral activity.
Pending cards show the practice name and any request message. Incoming requests say Wants to connect; outgoing requests say Awaiting response.
Send a connection request
- Choose Connect with Practice at the top of Network.
- In Request Connection, search for and select the intended organization.
- Optionally add a message of up to 500 characters.
- Check the practice and choose Send Request.
- Open Connections → Pending and check Outgoing Requests for the saved request.
You can also open a claimed practice from the graph and use Connect for Care Coordination when that action is available. Despite that button’s wording, a new request starts at the Connected tier. Check the saved relationship badge after acceptance.
If the practice needs to join Canairy, use Invite Practice. An invitation’s status and an active connection are separate things to check.
Respond to an incoming request
- Open Connections → Pending.
- Under Incoming Requests, review the practice and its message.
- Choose Accept to establish the connection, or Decline to reject the request.
- After acceptance, use All to check the active connection. A declined request disappears from the pending list.
Accept and Decline submit immediately without a separate confirmation dialog. A recently declined request prevents another request between those practices for 90 days.
Withdraw an outgoing request
Choose the trash icon labeled Withdraw connection request on the outgoing request. Review the practice in the confirmation dialog, then choose Withdraw. The request is removed from the pending list.
End an active connection
Choose Dissolve on the active connection card. This submits immediately without a separate confirmation dialog. The relationship then disappears from the active list.
Dissolving changes the connection record; it does not delete historical referrals. Review any ongoing referral work separately in Referrals.
A new connection request between previously dissolved practices currently fails. Contact support if you need to reconnect.
Watch: Connections
Read transcript: Connections
Open Network, then Connections. All shows active relationships and pending requests. Use Pending to focus on incoming and outgoing requests.
Summit sends Cedar a fictional connection request. Open Pending and review the practice name and message before responding.
Accept submits immediately. Return to All and check the saved partner name and connection tier. This request became Connected.
Dissolve ends an active relationship immediately, without a confirmation dialog. Reconnecting after dissolution currently fails, so check your intent before choosing it.
The dissolved Summit connection is gone from All. The separate Harbor connection remains. Manage ongoing referral work separately.
Choose Connect with Practice to request a new relationship. Select Maple, add an optional message, and check the details before Send Request.
Find Maple under Outgoing Requests with Awaiting response. The other practice must accept before it becomes active.
Choose Withdraw connection request and check Maple in the confirmation. Confirm only when you intend to withdraw this request.
The withdrawn request disappears from Pending. The refreshed view now shows no pending connection requests.
Switch to Harbor to review a separate incoming request from Summit. Check the selected practice, sender, and message before responding.
Decline submits immediately. The declined request is gone from Pending. A new request between these practices is restricted for ninety days.
Return to Cedar Grove and open Connections. The original Harbor relationship remains active. Connection changes do not delete historical referrals; review ongoing work separately.
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