How do I select a provider for a referral?
To choose a provider from submitted responses:
- Navigate to your Referrals dashboard.
- Click on the referral you want to manage.
- Open the Responses tab to view provider submissions.
- Under the provider you'd like to work with, click Select Provider.
- (Optional) Add a note to provide context or instructions.
Once selected, the provider will receive an automated notification that includes your contact information for next steps.
What happens after I select a provider?
- The selected provider is notified via email.
- Your contact details are included so they can follow up directly.
- The referral status is updated in the system to reflect your selection.
Can I cancel a referral if no provider is selected or circumstances change?
Yes. If a provider is unavailable or the referral is no longer needed:
- Open the referral’s Settings tab.
- Click Cancel Referral.
This action will prevent further responses from providers and update the referral status to “Cancelled”.
Tips for Managing Referrals
- Keep referral statuses updated to ensure clear communication with providers.
- Use the optional note field to share relevant details or next steps.
- Cancel referrals promptly if they’re no longer active to avoid confusion.