What is a Status

Statuses are how you mark a referrals progress and helps you keep track of each referrals final outcome. This is done separately by each facility on a referral. 

How to Change a Status

Whenever you want to update a status of a facility on a referral you can either:

1. Open the referral. Click on the status menu dropdown for the facility you are updating and select the appropriate status.
2. In the Column view of referrals, you can easily drag and drop the referral into its correct status column. 
   
   

Sub-statuses

Some statuses have sub-statuses, offering more detailed information about how a referral is progressing within a specific status. When choosing these statuses, you must select one of the sub-statuses. You can do this in two ways:

1. Open the referral, click on the status menu, choose a status, and the available sub-statuses will appear for you to pick the most suitable one.
2. In the Column view of referrals, when you drag and drop to one of these statuses, a pop-up will ask you to choose a sub-status. You can then update it on the referral card by selecting the appropriate sub-status from the dropdown.
   
   

Status Options

There are 6 status options:

1. New
2. In Review
3. Accepted
4. Admitted
5. Declined
6. Lost
   
   

New Status

The initial status for a referral is "New," indicating that it has not been worked on. This status is automatically assigned upon creation. When a facility associated with the referral begins reviewing it, the status should transition to the next stage, "In Review."

Once a facility moves away from the "New" status, there is no option to revert back to it.

In Review Status

In Review should be selected once a facility begins to work on a referral.

Sub-statuses:

1. Gathering Info
2. Waiting for Clinical
3. Waiting for Response
   
   

Accepted Status

When you are able to accept this referral into your facility, the referral should be updated to the Accepted status.

Sub-statuses:

1. Bed Accepted
2. Bed Offered
3. Not Medically Ready
   
   

Admitted Status

Admitted is for a referral that got admitted to the facility.

When changing to this status, a pop up will prompt you to select if the admit is a New admission or a Readmission and to put in the date of admission.

Declined Status

If your facility cannot accept a referral, you can change its status to "Declined." When making this change, a pop-up will appear, prompting you to choose a reason for the decline. Reasons are categorized into Clinical, Behavioral, Financial, and Technical sections. You can add an optional note which will be added to the notes section of the referral.

Once you select "Declined," it will initially display as "Declined pending." Individuals with the appropriate permissions will see an "approve" button next to "decline pending." Upon approval, the status changes to "Declined.”

Once this status is set, a notification is sent to all users from all facilities associated with the referral.

Lost Status

The "Lost" status is applied when a referral is no longer available for acceptance. When updating to this status, a pop-up will appear, prompting you to choose a reason for losing the referral. Reasons are categorized into Canceled, Alt Care Arranged, and Competitor sections. You can also include an optional note, which will be added to the notes section of the referral.

Once this status is set, a notification is sent to all users from all facilities associated with the referral. The notification includes the reason, allowing other facilities to update their status accordingly.

Editing a Status Date or Reason

The date of the status change and the status reason are visible beneath the status on the referrals page. You can edit this information by clicking on the edit button that appears when you hover over it.