Step 5: The status of a referral and what it means

We've developed six referral statuses so you can identify where a person is in the life of their referral. Here's what they are and what they mean:

Referred (R)

• This is the status of any New Referral received into your scheme.

Intends to Participate (ITP)

• Patient has been contacted and subject to passing an Assessment will then be moved to Participating status

Participating (P)

• Person has agreed to being enrolled on a programme and has completed their initial assessment, if applicable.

Completed (C)

• Person has completed the programme -this closes the Referral.

Refer Patient On

• This is used if the person is not suitable for the scheme they have been referred into but may benefit from being offered a different scheme within your organisation ie: Exercise on Referral and then onto Weight Management.

• The person has decided they do not wish to take part - this also closes the Referral.

Left Early (LE)

• Some people may leave the programme without completing. This status closes the Referral. 

So now you know what the statuses are and what they mean, here's how you move a referral through the ReferAll journey: Change the status of a referral