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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.

What to do next

Work the queue

Learn how to filter and search referrals.

Understand statuses

Learn what each status means.