Workflow overview
Compare candidate response, travel, priority, and map context before choosing who should manage a referral. This guide shows the manual workflow; referral automation can alternatively handle selection, assignment, and reminders.
Find the active referral that needs a provider.
Review all invited candidates in one summary.
Use expanded cards to see travel and map context.
Use the response and operational details together.
Start in Referrals, keep the Open Referrals view selected, and open Noah Patel's ICBC OT Community Assessment.
The referral brings the invited candidates together with travel time, distance, priority, response status, message thread, and latest activity.
Maya's card keeps her accepted response, priority score, travel estimate, and map visible together. The map shows the client location alongside candidate markers.
Scroll slowly through the expanded cards so the geographic relationship remains readable. Priya's map provides the same location context for a direct comparison.
Daniel's response is already recorded as rejected, while the expanded view still preserves the travel and map information that informed the comparison.
Grace's card shows that her response is still pending, along with her priority, travel estimate, and map. At this point every candidate has been reviewed using the same details.
Complete workflow
All candidates use the same view.
Response, priority, travel, and map context remain comparable.
The maps stay readable.
Expanded cards can be reviewed one at a time as the coordinator scrolls.
Manual choice remains available.
The coordinator can review the details and decide who to assign.
Automation is an alternative.
Referral automation can perform selection, assignment, and reminders instead.
Bring referral intake, candidate comparison, assignment, reminders, and client care together in one platform.
Assignment flexibility: Clinics can let therapists choose from referral opportunities, have coordinators select and assign, or enable rule-based auto-assignment using configured availability and capacity. The clinic chooses the strategy, and it can be tailored.
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