The Referral Index is your central workspace for viewing, managing, and organizing all referrals within Careflow. This guide shows you how to quickly find the referrals you need using search, sort, and filter tools.
Searching Referrals
Use the Search Bar at the top of the Referral Index to find referrals by:
Patient name
Facility name
Tip: Partial names or keywords work too!
Filtering Referrals
Use the Filter Panel to narrow your view by:
Referral Status (Pending, Listed, Admitted, Denied)
Facility or Account
Payor
Source
Date Range
Apply multiple filters together for highly targeted results.
Quick Tips:
Filter settings are sticky and will remain in place, creating a custom view each time you log into Careflow.
Click any referral to open and update the full record.
Reset filters anytime to return to the full list.
Next Steps:
To learn how to manage an individual referral, see:
“How to Update or Close a Referral”