Closing a Referral

  1. If you are ready to submit the entire case for closure click Actions.
Referral detail view.
  1. Select Close Referral from the drop-down select.
Actions view. The drop-down is selected with "Close referral" and "accept referral" highlighted.
  1. Select either Closed or Closed – Follow Up for the Closure Method, select an appropriate Closure Reason from the drop-down, and type a comment. Then click Next.
Actions view with the form fields highlighted.
  1. You will receive a pop up stating that you successfully submitted the record for approval, which locks the record. Click Finish.
Actions modal confirmation.
  1. There will be red lettering in the middle of the page notifying you that This Record is Locked.
Referral with a note that this record is locked.
See a mistake on this page?