Open a submission. Compare the patient and provider details on the left with the original document on the right. Scroll to read additional pages.

Choose Edit to correct a field. The document panel collapses to make room; choose Show PDF when you need to compare the source while editing.

Choose Save, then check the corrected details. The saved values will be used when you approve the submission.

When the details are ready, choose Approve and Create Referral. Check the confirmation and the View Referral link. The approved submission becomes read-only.

For a submission that should not proceed, choose Reject. In this separate fictional duplicate, add an optional reason and confirm the decision.

Confirm your decision. Find the submission in Processed and reopen it to check its read-only status. It cannot be edited or approved from this page.