Referral Statuses

par8o's Work Queue includes a Status column to display at-a-glance information about where a referral is in the referral process. Use the Referral Status Table below to learn about each status.

Referral Status Meaning Next Steps
Draft Referral started; not yet sent to receiving physician.
Sending offices: Complete the referral; send to receiving physician office.
Pending Referral sent; not yet acted on.

OR

Referral sent online; receiving office no longer has staff
Receiving office: Use Contact/Schedule to record action on the referral.

OR

Sending office: Reassign the referral to new provider/office
In Progress Referral acted on, not yet scheduled. Receiving office: Continue contacting the patient to try to schedule an appointment. Enter the appointment in par8o when one is scheduled.
Scheduled Referral appointment scheduled None.
Follow Up Referral appointment passed Receiving office: Log an appointment outcome in par8o by using "Select Action" and selecting "Report Appointment Outcome"
Note: not all clients use the 'Follow Up' feature
Canceled Referral canceled by sending office None
Declined Referral declined by receiving office Sending Office: Reassign the referral to a new provider or office.
Completed Referral has completed the referral lifecycle None
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