Referral detail

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.

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. 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.

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.

Getting started

Concepts

Guides

Sections

Inline editing

PDF viewer

Tabs

Comments

Actions menu

Priority and flags

​Sections

​Inline editing

​PDF viewer

​Tabs

​Comments

​Actions menu

​Priority and flags

Sections

Inline editing

PDF viewer

Tabs

Comments

Actions menu

Priority and flags