Review a referral and add notes

Open a referral to see everything that was sent, keep internal notes, and accept it.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager, Internal Case Manager

Steps

Open Referrals and click View on the referral.
Check Patient Information, Referral Details (type, urgency, assigned nurse) and Reason for Referral. Attention notes show in a red Attention box.
Check the Source card: who submitted it, the law firm and the person who referred it.
The Auto Insurance, Legal Representation and Health Insurance cards appear when the referral has those details.
To leave a note for your team, type it under Notes and click Add Note. Each note shows who wrote it and when.
When you're ready, click Accept Referral, then Create Case. See Accept a referral and create the case.

Notes are for your team. They don't show in the referral portal. Attention notes do: a partner sees them on referrals they sent.
To change the details, go back to Referrals and click Edit on the row.

I clicked Delete and nothing happened.: Only Admins can delete a referral. Deleting removes the referral and its notes for good, so ask an Admin.
“Referral not found”: The referral was deleted, or the link is for another company's referral. Go back to Referrals.