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How do I track my client's referral?

Follow your client's progress from referral through to results.

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Written by Holly

Once you've submitted a referral, you can track your client's progress directly from the Vively Practitioner Platform.

Each referral moves through a series of stages, allowing you to quickly see where your client is in the testing journey without needing to contact support.


Typical referral stages

Depending on the referral type, you may see stages such as:

  • Referral created

  • Waiting for client action

  • Pathology request issued

  • Collection completed

  • Laboratory processing

  • Results available

The status updates automatically as your client progresses through the pathway.


Why tracking matters

The Practitioner Dashboard gives you visibility into your client's progress so you can better manage follow-up and consultations.

For example, you can quickly identify whether your client:

  • has completed the required steps

  • still needs to take action

  • has attended their blood collection

  • is waiting for laboratory processing

  • has results ready for review.

This reduces unnecessary follow-up and makes it easier to coordinate care.


Where do I view referral status?

From your Practitioner Dashboard:

  1. Open the client record.

  2. Select the relevant referral.

  3. View the current referral status.

The dashboard updates automatically as milestones are completed.


Will I be notified when results are ready?

Results are securely delivered to:

  • your Practitioner Dashboard

  • your client's Vively app.

Once results are available, you can review them with your client and determine any appropriate clinical recommendations.


Frequently asked questions

How often is the referral status updated?

Referral status updates automatically as each stage of the testing process is completed.


Why is my client's referral still showing "Waiting for client action"?

This usually means your client still needs to complete one or more required steps before testing can proceed.

Depending on the referral, this may include:

  • reviewing the referral

  • completing payment (where applicable)

  • creating their Vively account

  • providing any required information or consent.

If the status has not changed after several days, it may be worth checking in with your client.


My client's status hasn't changed for a while. What should I do?

If the referral appears to have stalled unexpectedly, please contact our Practitioner Support team and we'll be happy to investigate.

📧 Email: contact@vively.com.au


Can I see previous referrals?

Yes.

Each client's record provides a history of referrals completed through the Vively Practitioner Platform, making it easy to review previous testing over time.


Practitioner Support

If you have any questions about referral status or believe something doesn't look right, please contact us.

📧 Email: contact@vively.com.au

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