{"id":1183,"date":"2025-11-26T10:33:34","date_gmt":"2025-11-26T10:33:34","guid":{"rendered":"https:\/\/guidepostdev.azurewebsites.net\/?p=1183"},"modified":"2025-11-26T10:35:37","modified_gmt":"2025-11-26T10:35:37","slug":"referrer-manager-external-role-guide","status":"publish","type":"post","link":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/referrer-manager-external-role-guide\/","title":{"rendered":"Referrer\u00a0Manager\u00a0External\u00a0Role\u00a0Guide"},"content":{"rendered":"<p><b><span data-contrast=\"none\">Referrer\u00a0Manager\u00a0External\u00a0Role\u00a0Access and General Functions<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Overview<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This guide walks users through the complete referral management workflow for the\u00a0<\/span><b><span data-contrast=\"auto\">Referral Manager (External)<\/span><\/b><span data-contrast=\"auto\">\u00a0role. It explains how the Referral Manager reviews incoming referrals,\u00a0monitors\u00a0referrals sent by their organization, updates referral details, adds referral notes, and tracks the status of referrals throughout their lifecycle. It also covers how notifications are received for new referrals and referral notes.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Step-by-Step Instructions<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Step\u00a01.\u00a0<\/span><\/b><b><span data-contrast=\"auto\">Access Referral Lists<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">1.1\u00a0<\/span><span data-contrast=\"auto\">From the home screen, review the\u00a0<\/span><b><span data-contrast=\"auto\">Notification Bar<\/span><\/b><span data-contrast=\"auto\">\u00a0for alerts about:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">New referrals received<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">New or updated referral notes<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1186 size-full\" src=\"\/wp-content\/uploads\/2025\/11\/undefined.png\" alt=\"\" width=\"936\" height=\"172\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-300x55.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-768x141.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"none\">\u00a01.2\u00a0<\/span><span data-contrast=\"auto\">Navigate to\u00a0<\/span><b><span data-contrast=\"auto\">Manage<\/span><\/b><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:360,&quot;335559991&quot;:360}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">1.3 Access the two main\u00a0views:<\/span> <span data-ccp-props=\"{&quot;335559685&quot;:0,&quot;335559991&quot;:0}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">All Referrals Sent<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">All Referrals Received<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:0}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1187 size-large\" src=\"\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216-1024x310.png\" alt=\"\" width=\"580\" height=\"176\" srcset=\"\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216-1024x310.png 1024w, \/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216-300x91.png 300w, \/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216-768x232.png 768w, \/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216-1200x363.png 1200w, \/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-26-154216.png 1333w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/span><\/p>\n<p><i><span data-contrast=\"auto\">Note: If\u00a0the account also had the External Referrer role, \u201cMy Referrals Sent\u201d would appear \u2014 but Referral Manager (External)\u00a0mainly uses\u00a0the two views above.<\/span><\/i><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Step 2. Review and Track Referrals Sent by Your Organization<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">2.1 Go to\u00a0<\/span><b><span data-contrast=\"auto\">Manage \u2192 All Referrals Sent<\/span><\/b><span data-contrast=\"auto\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1188 size-full\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-1.png\" alt=\"\" width=\"936\" height=\"190\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-1.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-1-300x61.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-1-768x156.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"auto\">This view lists all referrals\u00a0submitted\u00a0by referrers in your organization (e.g., Vivant Health referrals sent to CHC)<\/span><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">2.2 Click<\/span><span data-contrast=\"auto\">\u00a0the\u00a0<\/span><b><span data-contrast=\"auto\">member\u2019s name hyperlink<\/span><\/b><span data-contrast=\"auto\">\u00a0to open the referral form.<\/span><br \/>\n<span data-contrast=\"auto\">2.3 On the <\/span><b><span data-contrast=\"auto\">Referrals<\/span><\/b><span data-contrast=\"auto\">\u00a0page (page 2), track:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Status updates<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Which program or organization the receiving entity\u00a0forwarded\u00a0the referral to<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1189 size-full\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-2.png\" alt=\"\" width=\"936\" height=\"558\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-2.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-2-300x179.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-2-768x458.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"auto\">2.4 On the\u00a0<\/span><b><span data-contrast=\"auto\">Referrals<\/span><\/b><span data-contrast=\"auto\">\u00a0page (page 2), track:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Status updates<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Which program or organization the receiving entity\u00a0forwarded\u00a0the referral to<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">This page is\u00a0<\/span><b><span data-contrast=\"auto\">not editable<\/span><\/b><span data-contrast=\"auto\">\u00a0for the Referral Manager External<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1191\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-3.png\" alt=\"\" width=\"936\" height=\"562\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-3.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-3-300x180.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-3-768x461.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">2.5 On the\u00a0<\/span><b><span data-contrast=\"auto\">Referral Notes<\/span><\/b><span data-contrast=\"auto\">\u00a0page:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">You\u00a0<\/span><i><span data-contrast=\"auto\">can<\/span><\/i><span data-contrast=\"auto\">\u00a0add notes to communicate with the receiving organization<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1192\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-4.png\" alt=\"\" width=\"936\" height=\"570\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-4.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-4-300x183.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-4-768x468.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><b><span data-contrast=\"auto\">Step 3. Review and Manage Referrals Received by Your Organization<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">3.1 Go to\u00a0<\/span><b><span data-contrast=\"auto\">Manage \u2192 All Referrals Received<\/span><\/b><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1193\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-5.png\" alt=\"\" width=\"936\" height=\"145\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-5.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-5-300x46.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-5-768x119.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"auto\">This view shows all referrals assigned\u00a0<\/span><i><span data-contrast=\"auto\">to your organization<\/span><\/i><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">3.2 Open the member record by clicking on the\u00a0<\/span><b><span data-contrast=\"auto\">member&#8217;s\u00a0name<\/span><\/b><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1194\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-6.png\" alt=\"\" width=\"936\" height=\"130\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-6.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-6-300x42.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-6-768x107.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">3.3 On the\u00a0<\/span><b><span data-contrast=\"auto\">Referrals<\/span><\/b><span data-contrast=\"auto\">\u00a0page (page 2), you can:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Accept the referral<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Mark it Under Review<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559683&quot;:0,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">Reject the referral<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1195\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-7.png\" alt=\"\" width=\"936\" height=\"718\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-7.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-7-300x230.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-7-768x589.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"auto\">\u00a03.4 Add referral notes as needed and complete the form.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1196\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-8.png\" alt=\"\" width=\"936\" height=\"427\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-8.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-8-300x137.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-8-768x350.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-contrast=\"auto\">3.5 Save your changes so the referring organization can view them.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Step 4. Review Notifications on the Home Page<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">4.1 When the receiving organization updates a referral or adds a note, a\u00a0<\/span><b><span data-contrast=\"auto\">system notification<\/span><\/b><span data-contrast=\"auto\">\u00a0will appear.<\/span><br \/>\n<span data-contrast=\"auto\">4.2 Access these updates using the\u00a0<\/span><b><span data-contrast=\"auto\">Notification Bar<\/span><\/b><span data-contrast=\"auto\">\u00a0on the Home screen.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1197\" src=\"\/wp-content\/uploads\/2025\/11\/undefined-9.png\" alt=\"\" width=\"936\" height=\"297\" srcset=\"\/wp-content\/uploads\/2025\/11\/undefined-9.png 936w, \/wp-content\/uploads\/2025\/11\/undefined-9-300x95.png 300w, \/wp-content\/uploads\/2025\/11\/undefined-9-768x244.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335551550&quot;:0,&quot;335551620&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;335559685&quot;:360,&quot;335559731&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Referrer\u00a0Manager\u00a0External\u00a0Role\u00a0Access and General Functions\u00a0 Overview\u00a0 This guide walks users through the complete referral management workflow for the\u00a0Referral Manager (External)\u00a0role. It explains how the Referral Manager reviews incoming referrals,\u00a0monitors\u00a0referrals sent by their organization, updates referral details, adds referral notes, and tracks the status of referrals throughout their lifecycle. It also covers how notifications are received for [&hellip;]<\/p>\n","protected":false},"author":61,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1183","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/posts\/1183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/users\/61"}],"replies":[{"embeddable":true,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/comments?post=1183"}],"version-history":[{"count":1,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/posts\/1183\/revisions"}],"predecessor-version":[{"id":1198,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/posts\/1183\/revisions\/1198"}],"wp:attachment":[{"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/media?parent=1183"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/categories?post=1183"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/guidepostdev.azurewebsites.net\/index.php\/wp-json\/wp\/v2\/tags?post=1183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}