Managing Inbound Closed Loop Referrals

On the Closed Loop Referrals tab, the Directionality value is Inbound if the current provider is the referral recipient. The Next Steps column displays buttons for each available action. Different subsets of these actions are available depending on the current status of the referral request.

• Accept and Decline are available for a newly initiated referral.
  Note: Before accepting a referral, you should select the link in the Create Date column and read the Referral Timeframe on the resulting window. Typically, you should not accept a referral if the receiving provider will not be available within the requested timeframe.
• Confirm Cancel is available only for referrals that are canceled by the initiator. This action changes the referral status to CancelConfirmed, which means that no further actions are needed from the initiator or recipient.
• Send Interim Consult Note sends clinical data without closing the referral. This action changes the referral status to InterimCommunicated. It is still possible to send additional interim consult notes or a final outcome later.
• Send Outcome sends the final clinical data for this patient to the initiating provider. This action changes the referral status to Finalized.

When you choose one of these actions, the Data Share module displays simple prompts so you can confirm the action or give further details.