Documentation Index
Fetch the complete documentation index at: https://docs.patient-experience.commure.com/llms.txt
Use this file to discover all available pages before exploring further.
Each referral moves through a defined set of overall statuses as it is processed, reviewed, and decided on. Understanding these statuses helps you know what action (if any) is needed.
Statuses
| Status | Color | Meaning | |
|---|
| Pending | Grey | Referral received, but no major action (decision or writeback to the EHR) has been taken yet. | |
| Waiting | Dark grey | The referral is waiting on something external (e.g., additional documents or discharge date). | |
| In Progress | Blue | The referral is being worked and has had a major action taken already. | |
| Needs Review | Orange | Something requires manual attention before the referral can be completed. | |
| Complete | Green | A decision was made and writeback to all systems succeeded. | |
Decision
Separate from status, a referral has a decision that reflects the outcome of coordinator review.
| Decision | Color | Meaning |
|---|
| Accept | Green | The referral has been accepted for service. |
| Decline | Red | The referral has been declined. A non-admit reason is required. |
A referral can be accepted or declined while its status is still In Progress during writeback. The decision and status are displayed as two separate indicators in the table.
Writeback sub-statuses
The Referrals product writes back to two external systems: HomeCare HomeBase (patient chart, and insurance) and the referral portal. Decisions and comments get sent back to referral portals via our integrations (excluding Forcura). Each write back has its own sub-status:
| Sub-status | Color | Meaning |
|---|
| Pending | Grey | Writeback has not started yet. |
| Processing | Blue | Writeback is in progress. |
| Partial | Orange | Some records wrote back successfully, others failed. |
| Error | Red | Writeback failed. Manual intervention may be required. |
| Complete | Green | Writeback succeeded. |
You can view writeback sub-statuses in the referral detail view after a decision has been made.
Typical flow
Received → Pending → In Progress → (Accept or Decline) → Complete
If something goes wrong during processing:
Pending → Needs Review → (coordinator resolves) → In Progress → Complete
If writeback partially fails:
In Progress (partial %) → Error → (admin reruns writeback) → Complete