When you place a referral on hold, it is removed from everybody's Requires Review tab, but you can still search for the referral to access it if needed. A yellow clock icon will display on the referral to indicate the referral is on hold. You'll also see a new history item on the referral indicating when the referral was placed on hold and why.
Once the hold expires, par8o will send an email to you reminding you that the hold has expired and asking you to review the referral.
Please note that if you place a referral on hold, this does *not* count as a first action on a referral.
Placing a Referral 'On Hold'
- Click the Select Action or More Actions button and select Place Referral on Hold.
- Select the timeframe that you'd like to place the referral on hold for.
- Add a note as to why you are placing the referral on hold and click Save.
Removing a Referral Hold
- Locate the referral in your Work Queue.
- Click the Select Action or More Actions button and select Remove Referral Hold.
- On the next screen, confirm you'd like to remove the hold by clicking Remove Hold.
