How do I reject a new referral

Modified on Mon, 30 Jun at 10:44 AM

  1. Click on Bookings tab on left side of the screen
  2. Click on New Referral tab
  3. Click on red X button beside name of user
  4. Select a reason for rejection, the options are the following:
    Need to reschedule
    Not accepting new clients
    I'm not the right fit
    Therapy fee limit too low
    Other

  5. If you select the reason "Other", please type in the box provided the specific rejection reason
  6. If you select reason "Need to reschedule", please get in touch with the client to provide alternative times

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