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The Referral Outcomes screen displays the current status of all referrals for the organization, with summary metrics, status filtering, a history panel, and CSV export, accessible at /cl/referral-outcomes.

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Overview

The page fetches referral current-status records from cl_referral_current_status scoped to the current organization. Four metric cards summarize Total Referrals, Connected, Declined, and Pending counts. A status drop-down filters the table by referral status. Clicking a referral ID row-button in the table selects that referral and reveals a status history panel (ReferralStatusHistoryTable). Users with cl.referral_status.manage can open an “Update Status” dialog for the selected referral. Users with cl.referral_directory.search can open a provider directory search sheet. When data is present, an “Export CSV” button downloads a file named referral-outcomes-<date>.csv containing Referral ID, Status, Patient Connected, Connected At, Source, Notes, and Date columns.

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Who it’s for

Requires permission: cl.referral_status.view Additional permissions that unlock actions:
  • cl.referral_status.manage — enables “Update Status” for a selected referral
  • cl.referral_directory.search — enables “Find Providers” directory search

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Before you start

  • Your account must have the cl.referral_status.view permission.
  • Referral records must exist in the system; the screen shows an empty state otherwise.

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Steps

1

Open Referral Outcomes

Navigate to /cl/referral-outcomes. The four summary metric cards and the referral table load automatically.
2

Filter by status

Use the “Filter by status” drop-down to narrow the table. Available statuses: Sent, Accepted, Declined, Patient Connected, Patient Did Not Connect, Closed, or All Statuses.
3

Select a referral

Click the truncated referral ID button below the table to select a referral. A “Status History” panel appears showing the full status history for that referral.
4

Update a referral status (manage permission required)

With a referral selected and cl.referral_status.manage permission, click “Update Status” to open the ReferralStatusUpdateDialog and record a new status.
5

Export data

Click “Export CSV” to download the currently visible referral outcome records as a CSV file.

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Key concepts

Statuses from code: sent (Sent), accepted (Accepted), declined (Declined), patient_connected (Patient Connected), patient_did_not_connect (Patient Did Not Connect), closed (Closed).
Pending counts referrals with status sent or accepted. Connected counts rows where patient_connected is true.
When no referral outcome records exist the table shows: “No Referral Outcomes — Referral status updates will appear here once recorded.”

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/ReferralOutcomeReportPage.tsx