How do I close a referral or change its acceptance date?

To do this first open the referral from the Service Referrals dashboard. You'll find the referral's status and main actions in the Status section at the top of the page.

  • To close an in-progress referral, click Close Referral in the Status section. Choose a closure reason, then [confirm].
  • To change the acceptance date, click Edit in the Status section. The Edit Status panel opens on the side of the page. Update the Acceptance Date and click 'Save'. If your agency tracks enrollment, you can also edit the Enrollment Date here.
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