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Marking and Reviewing Referrals in Careflow

Updated over 2 months ago

Careflow offers several visual markers and review statuses to help you and your team quickly identify and prioritize referrals.

Here’s a quick guide to understanding these indicators and how to use them effectively.

Hot Referral Icon (“Flame”)

  • The Flame icon is a simple way to mark a referral as “hot” or high priority.

  • It can be used however your team defines it, such as for urgent cases, time-sensitive admissions, or VIPs.

  • To mark or unmark a referral as “hot,” click the Flame icon inside the referral record.

Clinical & Financial Review Statuses (Dashboard View)

On the main Dashboard graphs, referrals display with Clinical and Financial review statuses using simple icons:

Icon

Meaning

Sparkle

AI alert (if AI review is enabled)

(Blank)

Referral has not yet been reviewed

Checkmark

Referral has been reviewed and approved

Red X

Referral was reviewed and flagged for an issue

These indicators help your team quickly spot which referrals need attention and which ones are cleared for next steps.

Quick Tips:

  • Use the Flame icon consistently within your team to flag priority referrals.

  • Check review status icons on the Dashboard to monitor outstanding reviews.

  • Clinical and financial review markers help streamline decision-making and reporting.

Next Steps:

To learn more about tracking referral decisions, visit:
“Referral Statuses: What They Mean and How They Change”

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