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Processing Referrals

The Referrals section shows incoming referrals sent to your facility.

Referral Queue Overview

At the top, summary cards show:

CardColorWhat It Tracks
Needs ReviewRedNew referrals awaiting initial review
In ReviewOrangeCurrently being reviewed
Pending InfoYellowWaiting for additional information
ApprovedGreenApproved and ready to schedule
ScheduledBlueAppointment booked
Total TodayTealTotal referral count

 

Referral Table

Each referral shows:

  • Patient Name
  • Exam (body parts)
  • Modality
  • Referring Facility and Physician
  • Insurer
  • Priority (Urgent / High / Routine)
  • Referral Score (A / B / C / D quality grade)
  • Status
  • Prior Authorization Status
  • Received date

Referral Statuses

StatusMeaning
ReceivedNew referral, not yet reviewed
Needs InfoAdditional information needed from the referring physician
In ReviewCurrently under review
ApprovedApproved for scheduling
ScheduledAppointment booked
In ProgressStudy underway
CompletedReport available
CancelledReferral cancelled
DeniedReferral denied

Processing a Referral

  1. Click a referral row to open its details page
  2. Review patient information, clinical data, and referral quality score
  3. Take action:
    • Approve & Schedule — Approve the referral and book an appointment
    • Request More Info — Ask the referring physician for clarification
    • Reject Referral — Deny the referral with a reason

Bulk Actions

Select multiple referrals using the checkboxes, then:

  • Approve Selected — Approve all selected referrals at once
  • Reject Selected — Deny all selected referrals at once

Creating a Referral from Front Desk

You can also create referrals directly:

  1. Click "Create New Referral" in the Referrals section
  2. Search for an existing patient or upload a referral document (the AI extracts patient data via OCR)
  3. Review and edit the extracted information
  4. Use the AI assistant for ICD-10 code suggestions
  5. Submit the referral
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