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Documentation Index

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The Referrals screen (/pm/referrals) displays all inbound and outbound patient referrals for the current organization and provides tools to create, edit, update status, and soft-delete referrals.

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Overview

The screen lists referrals ordered by referral_date descending. Each card shows the direction (inbound arrow / outbound arrow), patient name, referral number, status badge, urgency badge (Routine, Urgent, Emergent), and optionally a court deadline indicator and SLA badge. Below the primary row, the source name or source type and the requested level(s) of care are shown. Clicking a card expands it inline to reveal presenting issue, clinical summary, program notes, and internal notes (when present), plus a next-steps component. Users can filter by direction (Inbound / Outbound), status, and level of care, and search by name, referral number, or source.

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Who it’s for

Requires the pm.referrals.view permission. Creating and editing referrals additionally requires pm.referrals.create and pm.referrals.update respectively.

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Before you start

  • The pm.referrals.view permission must be granted for the user’s role.
  • An organization must be selected; the hook throws when no org is active.

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Steps

1

Filter the list

Use the search box to find referrals by patient first name, last name, referral number, or source name. Use the Direction dropdown (All Directions, Inbound, Outbound), Status dropdown, or Level of Care dropdown to narrow results. All filters are applied server-side except the client-side search fallback for small datasets.
2

Expand a referral

Click any referral card to toggle its expanded detail section, which shows presenting issue, clinical summary, program notes, internal notes, and a next-steps component.
3

Update referral status

Use the ReferralStatusMenu (accessible from the action buttons on each card without expanding) to change the current status of a referral.
4

Open a packet checklist (outbound referrals)

For outbound referrals, click the checklist icon button to open the “Referral Packet” side sheet containing the ReferralPacketChecklist component.
5

Edit a referral

Users with pm.referrals.update can click the pencil icon on any card to open the ReferralFormDialog in edit mode.
6

Remove a referral

Users with pm.referrals.update can click the trash icon to trigger a confirmation dialog. Confirming performs a soft-delete (sets deleted_at); the referral is hidden from the list immediately.
7

Create a new referral

Users with pm.referrals.create can click “New Referral” in the header to open ReferralFormDialog in create mode. The “Upload Fax” button opens FaxReferralUploadDialog for fax-originated referrals.

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Key concepts

— inbound means the patient is being referred to this organization; outbound means the organization is referring the patient elsewhere.
When no referrals exist, the empty state message reads “Create your first referral to start tracking patient intake.” When filters are active and no results match, the message reads “No referrals match the current filters.”

Practice Management

Overview of the Practice Management 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/pm.tsx
  • src/cores/pm/pages/ReferralsListPage.tsx
  • src/cores/pm/hooks/useReferralList.ts
  • src/cores/pm/types/referrals.ts