video1.0<iframe src="https://www.loom.com/embed/bbfb570ff6c74f9d9b4f7d7d834e590e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bbfb570ff6c74f9d9b4f7d7d834e590e-c1c73b8680b5e767.gif129.652This Loom explains how referrals are managed after a user submits one through the portal. After submission, every user with the referred role receives a pop-up where they can accept the referral and continue the process using the encounter notes provided. It notes that the first note is the only one visible to the person who referred the student, and that users can check history to see who created the referral and when. The encounter can be locked or closed when follow-up steps are finished, and it may optionally be shared via the portal with the referrer for visibility into all notes.