There is 3 ways to edit a referral.


Update Status


Update Referral Status

There are 4 status' available to manage the referrals.

  • New
  • Pre-Admit
  • Contact
  • Unable to Contact
  • Non-Admit


To update the status of the referral


Select the referral you wish to update


Select the drop down list at the top of the referral detail screen


Select the updated status.  The status is automatically saved.



Edit Referral


To Edit or Update a referral, select the Edit button.


Add or change information.


Select Save.



Admit Client


To admit a client, select the Admit button.


When you select the Admit button, the data is automatically transferred to Client 360 Module and a Add New Client form displays.


The status of the referral in the Referral Manager is updated to Admitted.