Referral Lifecycle & Statuses
Every referral in RefX progresses through a set of defined statuses, representing its current position in the referral journey.
Status filters vs status values
RefX exposes two related status concepts:
- Status (returned by
Get full details for a referral): a detailed status that reflects the current step. - Status filter (used by
Retrieves a paginated list of referrals): a stable, high-level category used for querying (draft,pending,confirmed,rejected,cancelled).
Use the status filter values when calling the Retrieves a paginated list of referrals and Retrieves a paginated list of referrals by institution endpoints, and use the detailed status values returned by the Get endpoint to drive finer-grained UI states or actions.
Status filter mapping and meanings
Action-required statuses and links
Some detailed statuses require action by the API consumer (for example, your UI should prompt the user to complete a step). To receive action links, call Get Full details for a referral with additionalField=link in the query string. The response includes a links array with the action URLs.
Not all systems handle every state transition. For instance, some integrations automatically confirm referrals upon submission, while others may wait for manual scheduling or validation by the receiver.
When building your integration, plan for status changes to occur asynchronously and always treat the referral status as the source of truth.

