---
title: "Referral Management: How to Send and Accept Referrals"
url: "https://help.pepcare.com/en/article/referral-management-how-to-send-and-accept-referrals"
language: "en"
last_updated: "2025-07-08T20:16:22.560Z"
---

# Referral Management: How to Send and Accept Referrals

Your PepCare dashboard makes it easy to manage patient referrals securely and efficiently. Whether you're sending a referral to a trusted provider or accepting one into your workflow, here's how each step works.your content here.

You can watch this video or follow the steps below:

[Embedded content](https://www.youtube.com/embed/nUXb8dPgxpY)

### **How to Send a Referral**

-   **Go to the "Referrals" Section**  
    From your left-hand side menu, click **“Referrals.”**
-   **Click “Create Referral”**  
    Use the blue **“Create Referral”** button at the top right.
-   **Enter Patient Information**  
    Fill in the patient’s name and select the referral type (e.g., Virtual or In-person).
-   **Choose the Referred Provider**  
    Select a provider from your PepCare network list, or search manually.
-   **Add Notes & Attachments (Optional)**  
    You can include any necessary notes, images, or documents to support the referral.
-   **Click “Send”**  
    Once you’ve filled in the required fields, click **“Send Referral.”**  
    Your referral will now appear under the **"Referrals Sent"** tab with the status “Referral Sent.”

[Embedded content](https://www.loom.com/embed/6c2691d2a750442f9a7d11319fe68d0c?sid=c5631803-bbef-4903-ae97-56d5f14267bd)

### **How to Accept a Referral**

When another provider sends a patient to you, here’s how to review and accept the referral:

-   **Open the “Referrals” Tab**  
    Navigate to **“Referrals”** and switch to the **“Referrals Received”** tab.
-   **Review the Patient Details**  
    You'll see all incoming referrals with the patient's name, date/time, referral type, and the referring provider.
-   **Click the Three Dots (⋯)**  
    Next to each referral, click the options menu to **view more details** or update the status.
-   **Accept or Decline the Referral**  
    You can update the referral status to “Active” or mark it for monitoring based on your workflow.

[Embedded content](https://www.loom.com/embed/114fe2f4df564e7e9236d446f9fc87f7?sid=74eb114a-3690-40ee-bb3b-8f746d9fc387)