The referral detail view (/referrals/[id]) shows all information extracted from the referral documents and lets you review, correct, and act on a referral.
Sections
The detail view is organized into collapsible sections:
| Section | Contents |
|---|
| Patient | Demographics: name, date of birth, SSN, phone, gender, marital status, language. |
| Address | Patient’s home address and service location. |
| Diagnosis | ICD-10 codes, onset/exacerbation, diagnosis dates. See Diagnoses. |
| Insurance | Payor name, policy number, group number, and eligibility summary. |
| Insured party | Information about the insured if different from the patient. |
| Service location | Type of service location (home, SNF, hospital, etc.) and facility details. |
Inline editing
Most fields can be edited directly in the detail view. Select a field to activate it and type to edit. Changes are saved automatically when you move focus away from the field.
The Insurance tab has an explicit Save button. Unsaved changes in that tab are not auto-saved and will be lost if you navigate away or your session expires.
PDF viewer
The original referral document is displayed alongside the data panels. Use it to verify extracted data against the source document.
Tabs
| Tab | Contents |
|---|
| Overview | Patient data, address, diagnoses, insurance, service location. |
| Tasks | Tasks tied to this referral. See Tasks guide. |
| Documents | All files associated with this referral. |
| Action | Description |
|---|
| Mark as ROC | Flags the referral as a Resumption of Care. |
| Hide referral | Removes the referral from the default queue view. |
Some actions in the menu are only visible to administrators.
Priority and flags
If a referral is marked high priority, a red exclamation icon appears next to the patient name. If a verbal order is required, an orange flag icon appears. These are also visible in the referral table. 