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Closing a Referral

To close a referral, click the Close button on the referral toolbar. A pop up window will be displayed to enter comments. Once complete, click Accept.

The Referral's status will change to Close. The next image shows a Referral with the Closed status. Use the Color Reference to know the referral status.

See here a short video as an example on how to close a referral


Previous: Entering Follow ups | Administrator Quickstart | Next: Viewing Referrals Reports