Once a referral has been accepted or declined, you can look up who made the decision and when — useful for audits, handovers, or answering questions from referrers.
Steps
From the sidebar, click Inbound referrals.
Click the Past tab. This shows all referrals that have already been accepted or declined.
Find the referral you want to check, then click its status or outcome to open the detail view.
Scroll to the bottom of the detail panel. You will see one of the following:
Accepted: Accepted on [date], followed by Processed by [name] on [date].
Declined: Declined on [date] with the decline reason (if one was recorded), followed by Processed by [name] on [date].
The Processed by line shows the name of the staff member who made the decision.
