How do I filter referral requests in my group practice?

If the request was granted, you may filter requests based on the reviewer and the clinician assigned to the chart. Read on to learn how. 

1. From the "Owner" dashboard, click on "Referrals."

2. Go to the "Referrals" section, and click on the "Filter List" drop-down. 

3. On the "Status" drop-down, you can filter requests by the different statuses. 

4. On the "Select Review Sent to" drop-down, you can filter requests by the clinician it was sent to. Uncheck the "Select all" box to narrow your filter. 

5. On the "Select Assigned Clinicians" drop-down, you can filter requests by the clinician the chart was assigned to (if approved). Uncheck the "Select all" box to narrow your filter. 

6. Click on "Apply" to filter the group's referral requests. 

If you have any questions, please contact us.