How to Accept a Referral

Introduction

When another team refers a patient to your team, you can review the referral details and accept it to add the patient to your team. Accepting a referral transfers the patient's care to your team along with any referral notes and attachments.

Before You Start

• You must be a member of the team receiving the referral
• Only organization users can accept referrals
• The referral must still be pending (not already accepted or rejected)

Steps

1. From the sidebar, select My Teams
2. Select the team that has received the referral
3. Navigate to the Referrals section for that team
4. Locate the Referrals received table, which displays:
   • Patient name
   • Source team (the team sending the referral)
   • Note (referral reason or clinical information)
   • Attachments (if any documents were included)
   • Action buttons
5. Review the referral details. If attachments are present, click the view link to review them
6. Click the green Accept button (with checkmark icon) in the actions column
7. The button becomes disabled while the request processes
8. Once successful, the referral disappears from the Referrals received table
9. The patient is automatically added to your team's patient list
10. A clinical summary is created containing the referral note and any attachments with the title "Referral from [source team] to [your team]"

Error Handling

If you see a Referral Error dialog, it means you don't have permission to accept the referral. Common reasons include:

• You are not a member of the receiving team
• The referral has already been processed by another team member
• Your user account doesn't have the correct permissions

Click Cancel to close the error dialog and contact your team owner or administrator if you believe you should have access.

Alternative Actions

Instead of accepting, you can:

• Reject: Click the red Reject button (with X icon) to decline the referral. The patient will not be added to your team, and the referring team will be notified.
• Wait: Leave the referral pending if you need more time to review or discuss with your team

Tips

• Review all attached documents before accepting to ensure you have the full clinical picture
• The referral note becomes part of the patient's clinical summary, so it will be available to your team after acceptance
• Once accepted, the patient immediately appears in your team's patient list—you don't need to manually add them
• If multiple team members are reviewing referrals simultaneously, the first person to accept will complete the transfer

Related Features

• How to Send a Referral
• How to Reject a Referral
• How to View Patient Clinical Summary