Tracking Client Progress

Click on any client in your client list to see their referral summary. This gives you visibility into how the referral is progressing without accessing clinical details.

What the Summary Shows

• Referral status — Where the referral is in the workflow (pending review, accepted, in progress, completed, and so on — see below)
• Assigned practitioner — The psychologist or practitioner managing the case
• Sessions completed — Number of sessions the client has attended
• Last activity — The most recent update on the referral

Status Meanings

Status	Description
Pending review	The practice has received your referral and is reviewing it
Accepted	The referral has been accepted
Waitlisted	The referral is accepted but the client is on a waitlist
On hold	The referral is paused
In progress	The client is actively receiving care
Report pending	A report back to you is being prepared
Report submitted	The practice has sent you a report
Completed	Treatment has concluded
Cancelled	The referral was withdrawn
Declined	The referral was not accepted (a reason will be provided)

Notifications

You will receive an email when the practice receives, accepts, or declines your referral. For other status changes, check the portal. No clinical information is included in notification emails.