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            Accept Referrals and Coordinate Care from Clinical Service Requests

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            Accept Referrals and Coordinate Care from Clinical Service Requests

            Manually accept inbound referrals and then schedule appointments, complete assessments, and coordinate other care for referred patients directly on a clinical service request.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            1. On the Clinical Service Request page, click Accept Referral.
              Easily identify accepted referrals by confirming that Accepted is selected.
              If you’re unable to accept a referral, ask your Salesforce admin to give you access to the IsAccepted field on the Clinical Service Request object.
            2. Schedule appointments, complete assessments, add care plans, enroll patients in care programs, and launch actions directly on the clinical service request. The components available to you depend on how your Salesforce admin customizes the clinical service request page.
             
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