---
id: referral-intake-detail-panel
title: Use the referral detail panel
module: referral-intake
audience: [intake, clinician]
roles: [intake_coordinator, referral_coordinator, nurse, np]
type: how-to
estimated_minutes: 3
last_reviewed: 2026-04-24
app_route: /facility/{facility_uuid}/referrals
related:
  - referral-intake-overview
tags: [referrals, detail-panel]
---

# Use the referral detail panel

Clicking any kanban card opens the detail panel on the right. Six tabs cover everything you need to triage, communicate, and prep a patient for their first visit.

![Detail panel](../../assets/referral-intake/detail-panel.png)

## Tabs

| Tab | What's here |
|---|---|
| **Details** | Demographics, insurance, referring practice, chief complaint, urgency. Editable inline. |
| **Documents** | Drag-drop uploads. Auto-tags faxes. PHI-watermarked previews. |
| **Chat** | Threaded intake chat — tag coworkers with `@name`. Separate from **Team Chat** (module-wide). |
| **Precharting** | Quick fields for the clinician's first visit: prior wound pics, known comorbidities, pending IVR. Pre-charted data feeds Visit Wizard step 2 (Patient Context). |
| **History** | Every status change, assignment, and IVR event with timestamp + actor. Immutable. |
| **Notes** | Free-form notes, pinned to top of column view. |

## Common actions

- **Move a card** — drag between columns, or click the **Status** dropdown in the top-right of the panel.
- **Assign clinician** — click the avatar in the header → pick from the clinician list.
- **Decline** — click **⋯ → Non-Admit** and pick a reason (Coverage · Geography · Clinical · Other).
- **Print face sheet** — **⋯ → Print** renders a one-page intake summary.