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All your referrals on one page

Received, Sent, and Drafts now share one Referrals page, and each tab puts what needs you first.

The Referrals page open on the Received tab, beside the Sent and Drafts tabs, with a search box and the quick filters All and Needs you. The Needs you tray lists the referrals waiting on the practice, each with its status and its next step, such as a call to make.

Each tab groups its referrals, with the ones waiting on you at the top. Search looks across patients, practices, and reasons.

Select several referrals to archive them at once. On Received, in a practice with two or more clinicians, you can assign them at once too. Drafts and review requests have their own tab.