Joy App

This article will walk you through how to accept and decline a referral within the case management software.

How to accept or decline a referral?

This article will walk you through on how to accept an Inbound Referral when the client already have a profile within your organisation.

How to accept a re-referral?

You can flag patients with different priority levels to allow you to triage them.

How can I prioritise clients from inbound referrals or on the client page?

This article walks you through how to change a referral from declined to accepted.

How do I change the status of a referral from ‘Declined’ to ‘Accepted’?

This article will show you how to change the status of an expired referral.

How to change the status of an expired referral?

Sonja Gebhardt

These guides show you how to use the Inbound Referrals tab on the case management system.

📥 Inbound Referrals

This short guide shows you how to check which Joy user accepted or declined a referral in Joy.

How do I check who accepted/declined a referral?

This article walks you through how to find, and edit your service and your referral form.

How do I edit my service and referral form on Joy?

Frequently asked questions about the Inbound Referrals tab.

FAQ's for Inbound Referrals

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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