How can I accept or decline intake requests?

Read on to learn how to accept or decline an intake request, or watch a webinar about optimizing your intake process here: 

1. From your main dashboard, click on "Referrals."

2. Go to the "Requests" section. 

3. Click on the drop-down arrow next to the referral request you want to accept/decline to open it.

4. Click on the "I want to" drop-down.

5. Go to "Update Status" and select "Approve/Decline/Decline with comment."

Note for groups: Potential patients/clients will only notice their referral status as “Declined” if the request is declined from the “Owner” menu.

If you have any questions, please contact us.