> ## 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.

# Referral detail

> View, edit, and act on a single referral.

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](/concepts/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.

<Warning>
  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.
</Warning>

## 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](/guides/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. |

<Info>
  Some actions in the menu are only visible to administrators.
</Info>

## 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.