When managing referrals in CareWait 3.0, it’s important to know what each referral status means. Here’s a quick breakdown of the key statuses you’ll see:
1. 🆕 New
The referral request has just been submitted by a parent or staff.
It’s fresh and waiting for review by agency staff.
2. 🟢 Open
The referral is under review and being worked on by staff.
The team may be gathering details, waiting on a referral, or preparing to match with a provider.
3. ⏳ Pending for Parent
The referral has been reviewed and is now waiting for the parent to take action.
This could mean confirming details, providing more information, or responding to a message.
4. 📤 Referral Sent
The referral has been officially sent to one or more providers.
This means the staff selected provider options and shared them with the parent. The parent can now reach out or follow up.
5. 📅 Scheduled
The referral has been matched and scheduled with a provider.
The child care appointment or enrollment is planned and confirmed.
6. 🛑 Closed
The referral is now closed, and no further action is expected.
This might be due to the child being placed, the parent declining care, or no response after a certain period.
Understanding these statuses helps ensure you’re tracking referral progress accurately and supporting families through every step.
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