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Change Referral Status to Active

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Change Referral Status to Active


Changing a Patient’s Status to Active

Steps to change a patient’s status from Referred or On Hold to Active in Barnestorm Office.

Use this process if:

  • Updating a patient from Referred to Active.
  • You are resuming services after released from hospital or other services.

Steps to Update the Referral

  • Select the patient from Barnestorm Office.
  • Go to Referrals → Referral Information tab.
  • Change the Patient Status to Active.
    • If patient is starting services, enter the correct Admit Date.
    • If resuming services, check the Resumption box and fill in the ROC dates (not the SOC dates).
  • Click the Save All Patient Data button.

💡 Tip: The Aide Care Plan may need continued or renewed if EVV is involved.

     If patient is marked as Referred or RBNA then they will not show up for billing. 


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    Last Modified:Friday, August 01, 2025

    Last Modified By: farrah@barnestorm.com

    Type: HOWTO

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