Referral Lifecycle

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

Getting started

Concepts

Guides

Statuses

Decision

Writeback sub-statuses

Typical flow

​Statuses

​Decision

​Writeback sub-statuses

​Typical flow

Statuses

Decision

Writeback sub-statuses

Typical flow