Skip to content
Get Support
  • There are no suggestions because the search field is empty.

How to Track and Update Referrals on the Referrals Page

The Referrals page lists every referral your clinic has made to other providers. Use it to see which referrals are still waiting, record what happened to each one by changing its status, and open a referral to check it, update the instructions or remove it.

NOTE: This guide covers clinical referrals to GPs, specialists and other providers, which are available when Letters is switched on for your clinic (see How to Enable Letters). For the refer-a-friend programme, see Referrals: Overview and How It Works.

Step 1: Open the Referrals Page

  1. In the left sidebar, click More (the grid icon near the bottom).
  2. Click Referrals.

The More menu in the left sidebar with the More button and the Referrals item marked

Referrals sits in the More menu of the left sidebar

Step 2: Find and Open a Referral

The Client Referrals list shows the newest referrals first. Each row has the referral's number in ID, the Client, the Type (Outbound for referrals you send), the date it was Requested, its Last update and its Status. Referrals created in the last 24 hours carry a NEW tag.

  1. To find a referral by its number, type it in Search, for example 0003.
  2. Click View to open the referral. To go to the client's card instead, click their name.

The Client Referrals list with the Search box and a View button marked

Search by referral number, or open a referral with View

Step 3: Update the Referral's Status

Keep each referral's status up to date so everyone can see where it stands.

  1. Click the coloured status on the referral's row.
  2. Choose the new status: Pending, Accepted, Refer out, Rejected or Discharged.

A referral's status menu open with Pending, Accepted, Refer out, Rejected and Discharged

Click the status to change it

The new status saves straight away. A new referral starts as Pending, and Pabau sets Sent by itself when you email a referral, so you won't find Sent in this list.

Step 4: Update the Instructions

When you open a referral, you see its number and the date it was created, the Instructions for the recipient and, under Document, the referral itself.

  1. Click in Instructions and change the text.
  2. Save and Cancel appear as soon as you change something. Click Save to keep your changes; you see Instructions saved.

The Instructions box of a referral being edited, with the Save button marked

Edit the instructions, then save

Step 5: Open the Client or Delete the Referral

The buttons at the top of the referral take you where you need to go. Back returns to the list.

  1. Click View patient to open the client's card.
  2. Click Delete to remove a referral that was made by mistake.

The Back, View patient, Delete and Send buttons at the top of a referral, with View patient and Delete marked

Open the client's card, or delete the referral

Pabau asks you to confirm in the Delete referral? window. Click Delete to remove it, or Cancel to keep it.

The Delete referral confirmation window with the Delete button marked

Confirm before a referral is deleted

IMPORTANT: Deleting a referral can't be undone. If a referral simply didn't go ahead, consider setting its status to Rejected or Discharged instead, so you keep the record.

What's next?

Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.

For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.