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.