The referral detail view (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.
/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.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. |
Comments
Add comments to a referral to leave notes for other team members. Comments are visible to all users with access to the referral and are timestamped.Actions menu
The three-dot menu in the detail view provides additional actions:| 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.