Log in
1
Open the app
Navigate to the Referral Intake URL provided by your administrator.
2
Enter your email
On the login page, enter your work email address and select Continue.
3
Verify your identity
Enter the verification code sent to your email. If your organization uses SSO, you will be redirected to your identity provider instead.
4
Access the queue
After logging in you land on the Referrals dashboard. This is your main working view.
Sessions expire after 30 minutes of inactivity. You will see a warning 30 seconds before logout. Any unsaved changes in the insurance tab will be lost on logout.
Navigate the app
What to do next
Work the queue
Learn how to filter and search referrals.
Understand statuses
Learn what each status means.
