Managing your Referrals

In this article:

• Monitoring the Status of a Referral
• Managing a Referral

Monitoring the Status of your Referrals  

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1. Navigate to the Referral Request Status page which displays the Referral Request Status dashboard.
   • Note: Referrals are listed in chronological order by request date and time, with the most recent displayed first.
2. Select the referral you want to monitor. 

   • New requests display a “New” badge and appear in bold. Once the receiving organization opens the referral, the request will no longer appear in bold. 

   • You can filter by the last name or ID number, organization referred by, referral status, and show/no show.

3. Click on any part of the row to view the referral.

4. Review the receiving organization’s response to your referral in the ‘Status’ column
   • When one organization accepts a shared referral, others are marked Accepted Elsewhere. The receiving organization updates the status after a show or no-show. Part 2 facilities require consent before sharing this data. 

 

Managing Referrals  

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Each referral in the OpenBeds platform will include the following details:

1. Demographic Information: Displays the name, date of birth, gender identity, and other demographic  information for the person of concern. This information comes from the original referral request submission.
2. Request: Provides the referral form you completed and submitted. If you submitted more than one simultaneous referral for the same individual, you will be defaulted to the 'Progress' tab.
3. Referring Provider Contact Information: Your information including your organization’s name, type of service making the referral, facility phone number, and facility location.
4. Messaging: You're defaulted to the ‘External’ tab where you can communicate bi-directionally with users outside of your organization. 
   • Note: External users cannot see ‘Internal’ messages. 
5. Attachments: Stores all files associated with a specific referral
6. Logs: Reflects the updates and activity for the specific referral. 

Within the referral, a red circle indicates the number of new unread messages on the External and/or Internal tabs. Hover over the initials icon to view the sender’s full name, organization, and the date and time the message was sent.

Reply as needed, or click into the text box to clear the unread message count. You’ll still receive an email notification when a new message is sent, including a link to log in to the platform to review it.

New referral requests automatically default to a status of Open. Update the status from the drop-down menu as you work through the request.

The Progress tab appears only when multiple referrals are submitted at the same time for the same individual. It displays a separate row for each referral with summary details. Select a row to message the receiving organization, view or add attachments, or review the activity log for that referral. Only the selected referral is interactive and is highlighted with a blue outline for easy identification.