Learn how to mark a referral as 'Completed' to close the loop on its lifecycle.
Once the scheduled appointment date for the referral has passed, you are able to mark the referral as completed.
- Open the eReferral in Profile. Update the 'Status' to 'Closed'. Click 'Save' or 'Save & Close'.
- The referral record PDF under 'Attachments' will be updated with the Completed status.
- The referral will be automatically moved to the 'Completed' status folder.
Are referrals archived after they are moved into the 'Completed' status folder?
Yes, eReferrals are eventually archived after they are moved into the 'Completed' status folder. For specific details on Ocean's archival rules, refer to: How long are eReferrals and eConsults stored after they are sent through Ocean?
- If you would like to see the specific date that a referral is scheduled to be archived, you can click on the "Action" menu within the referral, and choose "View Event Log". The specific archive date will be displayed at the bottom of the event log.
