The Referral Workflow Process
Prior to going through the referral workflow process, start by reading our "Before You Start" user guide.
To start processing a new referral, first you must access the Referral Details screen.
To learn how to access this screen, read our "How Do I Open A New Referral?" user guide.
To Be Assigned
Once you open a referral, you are entering the To Be Assigned stage of the referral workflow.
From the Referral Details screen, start by checking that the referral details are correct, then click on Reject or Assign as shown below.
Note that selecting reject will classify the referral as closed, and will end the workflow process.
Clicking on assign will open a pop-up window where you can assign the referral to a team.
Once you have selected a date, team and duration for the referral, click on Assign.
The referral will then be classified as "to be triaged"!
To continue the referral workflow process, read our "How Do I Triage A New Referral?" user guide.