Introduction
Before You Start
- You must be a member of the team that received the referral
- The referral must still be pending (not already accepted or rejected)
- You need permission to view the team's referrals
Steps
- From the sidebar, select Teams
- Click on the name of the team that received the referral
- Click the Referrals tab (the fifth tab in the row)
- In the Referrals received section at the top of the page, locate the referral you want to reject
- Review the referral details in the table:
- Patient name
- Source team (the team sending the referral)
- Note from the referring clinician
- Any attachments
- Click the red Reject button in the Actions column
- The button will show a loading spinner whilst the system processes your rejection
- Once complete, the referral will be removed from the Referrals received table
What Happens Next
When you reject a referral:
- The referral is immediately removed from your team's received referrals list
- The referring team sees the rejection in their sent referrals
- All on-duty members of both the source team and your team receive a push notification
- The notification states: "[Your name] has rejected a referral from [Source Team] to [Your Team]"
- An audit log entry is created recording the rejection
If Something Goes Wrong
If the rejection fails, you'll see a Referral Error dialogue box with an explanation. Common reasons include:
- Another team member has already accepted or rejected the referral
- The referring team has cancelled the referral
- You no longer have permission to access the team
- Network connectivity issues
Click Close to dismiss the error dialogue. The referral will remain in the table, and you can try again if appropriate.
Tips
- Review the referral note carefully before rejecting -- it may contain important clinical context
- Check any attachments that have been included with the referral
- If you're rejecting because the patient would be better served by a different team, consider communicating this to the referring clinician through other means (such as team chat if enabled)
- If you accidentally reject a referral, the referring team will need to create a new referral -- rejections cannot be undone