Referrals

The Referrals page is the master list of every patient journey that belongs to your practice. Each row is one patient moving through one referral — from the moment it was created through every forward, response, and final outcome.

Tabs

• All — everything, regardless of state
• Active — open referrals still moving
• Completed — finished (seen, scheduled, or resolved)
• Cancelled — called off before completion

What each row shows

• Patient name
• Current status
• Dates (created, last updated)
• Recipient practice (where it’s going)

Click a row to open the referral detail page with the full journey history, PDF, notes, and related tasks.

Adding a referral

Click Add Referral in the top-right. See Send a Referral.

How referrals get here

A referral lands in this list when:

• You approve a submission in the Referral Inbox
• You manually create one from the Add Referral button
• A partner practice sends a new referral to you, and you approve it

See Referral Lifecycle for the full set of states and what each means.