If a referral gets sent to me to be reviewed, can I send it to someone else?

Modified on Tue, 01 Aug 2023 at 08:57 AM

Yes. Whoever the referral is assigned to has the option to reassign it to someone else. You’ll just…
  1. Head up to Tools and then Referral Management. 
  2. Find the referral you want to assign to another reviewer and click anywhere in the row to select it.
  3. Click the Send To button at the top of the table.
  4. Select the reviewer from the drop-down list.
  5. The reviewer you select will receive both an email notification and an in-app notification there is a referral waiting their review.

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