> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxhealth.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Referrals

> Referrals extracted from inbound documents, ready for review.

A referral is what VoxHealth builds out of an inbound document: the patient, the referring practice and provider, the reason, and the codes, pulled off the fax or email and put in a queue for someone to check.

**Front Desk → Referrals.** Available when the `REFERRALS` feature is enabled.

## The lifecycle

| Status        | Meaning                                                 |
| ------------- | ------------------------------------------------------- |
| **New**       | Extracted, nobody has looked at it                      |
| **In review** | Someone is checking the extraction against the document |
| **Created**   | The patient record exists in your PMS and is linked     |
| **Contacted** | You have reached out to the patient                     |
| **Scheduled** | The appointment is booked                               |
| **Closed**    | Done                                                    |
| **Rejected**  | Not a referral you are taking                           |

The point of the queue is that nothing gets from *arrived* to *scheduled* without a person confirming the extracted details against the document.

<Warning>
  Always check the extraction against the original before creating a chart. Referrals arrive as faxed scans of handwritten forms; a misread date of birth creates a duplicate chart, and a misread name creates the wrong one.
</Warning>

## Reviewing one

The referral view puts the original document next to the extracted fields. Correct anything wrong, then create or link the patient. The record is created in your practice management system and linked back to the referral.

The fields are pre-filled from the document, not authoritative. Treat them as a first draft.

## Filtering the queue

* **Status**: the lifecycle above
* **Source**: fax or email
* **Chart**: linked to a patient chart, or not yet
* **Search**: patient name, referring practice, or referring provider
* **Date range**

The two filters that matter daily: `New` for what needs review, and `unlinked` for referrals that have been reviewed but never turned into a chart.

## Measuring it

The Referrals [report](/reports/overview) shows volume, how far referrals get through the funnel, patient mix, and your top referring sources over a date range. Top sources is the one to look at monthly. It tells you which relationships are actually producing patients.

## Related

* [Fax & email](/front-desk/fax-and-email): where the documents come in
* [Patients](/patients/patients): the charts referrals become