Change Referral Status to On Hold

Updating Referral Status for On-Hold Patients

Update a patient's referral status when an admission is delayed, services are paused, or the patient is temporarily in another facility.

Use this process if:

Select the patient from Barnestorm Office.
Go to Referrals → Referral Information tab.
Change the Patient Status to one of the following:
- On Hold – in another facility
- On Hold – other
If future schedules exist, a pop-up will ask if you want to remove them:
- Click Yes to remove all future schedules.
- Click No to keep them.
Click the Save All Patient Data button.

💡 Tip: Setting a patient to On Hold helps maintain accurate schedules and reporting while avoiding billing errors.

CareChamp users: Stop the aide care plan to remove schedules from the app if EVV is involved (optional).