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Closing a Referral

To Close referrals click the Close button at the referral Tool bar. A pop up window will be displayed to enter your comments and then click Accept.

The Referral new status will change to Close. The next image shows the close status of a referral. 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