Referral Lifecycle & Statuses | Referral Exchange docs

Every referral in RefX progresses through a set of defined statuses, representing its current position in the referral journey.

Status	Description
Draft	Referral is created but not yet submitted. Can be edited or deleted.
Pending	Referral has been submitted and is awaiting action by the receiving system or institution.
Confirmed	Referral has been accepted and the appointment confirmed.
Rejected	Referral was rejected by the receiving institution or failed validation.
Cancelled	Referral was cancelled either by the sender, receiver, or system administrator.

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.