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Viewing Your Referred Clients

The Clients tab shows all clients you have referred to the practice. You can only see clients linked to you through a referral relationship.

Client List​

The client list shows:

  • Client name — The client's first and last name
  • Referral status — Where the referral is in the practice's workflow (see Tracking Client Progress for what each status means)
  • Referral date — When the referral was submitted
  • Last activity — Most recent update on the client's care

Filtering​

Use the status filter at the top of the list to narrow the view — for example to referrals still pending review, currently in progress, completed, or cancelled.

What You Can See​

For each client, you can view a summary that includes:

  • Referral status and progress
  • Number of completed sessions
  • Assigned practitioner
  • Last activity date
Privacy Note You can only see limited information about each client.

Full clinical records are not accessible through the referrer portal. All access is logged for audit purposes. :::