---
title: Submitting an Enrolment as a Referral
description: When Healthcare Providers opt into a Referral Workflow, they choose which enrolment forms are sent to their specified referral representative vs. sending straight to Program.
---

[Skip to content](https://help.auxita.com/submitting-an-enrolment-as-a-referral#main-content)

- [English - Canada](https://help.auxita.com/submitting-an-enrolment-as-a-referral)
- [Français - Canada](https://help.auxita.com/fr-ca/fr-ca/soumettre-une-inscription-en-tant-que-référence)

English - Canada

Show submenu for translations

[Contact Support](https://help.auxita.com/kb-tickets/new?hsLang=en-ca)

[![Auxita\_logo\_CMYK](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/Auxita_logo_CMYK.png?width=45&height=34&name=Auxita_logo_CMYK.png)](https://help.auxita.com/?hsLang=en-ca)

- [🖥️ Log into Auxita](https://my.auxita.com/)
- [▶️ Watch video tutorials](https://help.auxita.com/onboarding-videos)
- [🌐 About Auxita](https://auxita.com/)

Open main navigation

Close main navigation

- [🖥️ Log into Auxita](https://my.auxita.com/)
- [▶️ Watch video tutorials](https://help.auxita.com/onboarding-videos)
- [🌐 About Auxita](https://auxita.com/)
- - [English - Canada](https://help.auxita.com/submitting-an-enrolment-as-a-referral)
    - [Français - Canada](https://help.auxita.com/fr-ca/fr-ca/soumettre-une-inscription-en-tant-que-référence)

  English - Canada
  
  Show submenu for translations
- [Contact Support](https://help.auxita.com/kb-tickets/new)
- [What's new?](https://release.auxita.com/)

[What's new?](https://release.auxita.com/?hsLang=en-ca)

 We're here to help you

- There are no suggestions because the search field is empty.

1. [Auxita Help](https://help.auxita.com/?hsLang=en-ca)
2. [Healthcare Providers & Prescribers](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca)
3. [Referral Enrolments](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#referral-enrolments)

May 7, 2025

# Submitting an Enrolment as a Referral

## When Healthcare Providers opt into a Referral Workflow, they choose which enrolment forms are sent to their specified referral representative vs. sending straight to Program.

Completing your enrolment form as a **Referral** is almost identical to completing a standard enrolment. [How to Enrol a Patient in a PSP](http://help.auxita.com/how-to-enrol-a-patient-in-a-patient-support-program?hsLang=en-ca)

When you open an enrolment form that is part of a **Referral Workflow,** you’ll notice a pink banner along the top of the form notifying you that this patient is being referred through the referral workflow.

After filling in the enrolment form and completing the Physician consent (and Patient consent, if applicable). Click the **Complete Referral **or **Submit to Program** button.

The ‘Complete Referral’ option sends the Enrolment form to the referral representative through Auxita; Auxita will indicate the Enrolment process is in Referral Review at this point.

The ‘Submit to Program’ option will submit the Enrolment Form, along with any attachments directly to the Patient Support Program and indicate a status of Submitted within Auxita. 

![An enrolment form displaying a note that says, “Based on your settings, this patient will be referred to Placebo Referral,” along with action buttons offering the options Complete Referral and Submit to Program.](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/image-png-Apr-10-2025-04-27-06-7382-PM.png?width=670&height=366&name=image-png-Apr-10-2025-04-27-06-7382-PM.png)

![Pencil icon](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/Knowledge%20Base%20Import/Pencil%20icon-Feb-24-2025-04-00-04-0652-PM.png?width=20&height=19&name=Pencil%20icon-Feb-24-2025-04-00-04-0652-PM.png) **NOTE **The patient may need to consent TWICE when using the **Capture Patient Consent** button. Once for the **Referral** and again for the **Patient Support Program**.

![Erolment Status for Placebo drug that is currently in the state Referral Review.](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/Knowledge%20Base%20Import/image-png-Nov-22-2023-04-15-14-7734-PM.png?width=670&height=358&name=image-png-Nov-22-2023-04-15-14-7734-PM.png)

If the enrolment form is sent to a **Referral Representative** to review, they will verify patient consent is received and click **Submit** once finalized to send the form to the program.

This is all reflected on the patient’s status tile, and in the **Status Table** in the **Programs** section.

![Enrolment Status for Placebo drug that is currently in the state Submitted to Program.](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/Knowledge%20Base%20Import/image-png-Nov-22-2023-04-16-04-2778-PM.png?width=670&height=358&name=image-png-Nov-22-2023-04-16-04-2778-PM.png)

If multiple **Referral Workflows** are enabled for the same drug, users have the flexibility to either submit the enrolment to a referral representative or directly to the **Patient Support Program (PSP)**.

To submit directly to the PSP you must still select one of the available **Referral options** in the **Select Referral** dialog.

**![Pencil icon](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/Knowledge%20Base%20Import/Pencil%20icon-Feb-24-2025-04-00-04-0652-PM.png?width=20&height=19&name=Pencil%20icon-Feb-24-2025-04-00-04-0652-PM.png) NOTE** To simplify this step, a **Skip** option has been added to the **Select Referral** dialog. This allows users to bypass selecting a referral altogether when the intention is to submit directly to the program—avoiding the need to pick an incorrect referral just to proceed.

![A window displaying referral options that the physician can either select or skip if they choose to submit the enrolment directly to the program.](https://4874646.fs1.hubspotusercontent-na1.net/hub/4874646/hubfs/image-png-Apr-10-2025-04-28-05-9910-PM.png?width=495&height=253&name=image-png-Apr-10-2025-04-28-05-9910-PM.png)

 

- [Getting Started](https://help.auxita.com/getting-started?hsLang=en-ca)
- [Healthcare Providers & Prescribers](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#main-content)

    - [General](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#general)
    - [Enrolment](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#enrolment)
    - [Documents](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#documents)
    - [Referral Enrolments](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#referral-enrolments)
    - [Patient Management](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#patient-management)
    - [Messaging](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#messaging)
    - [Premium Features](https://help.auxita.com/healthcare-providers-prescribers?hsLang=en-ca#premium-features)
- [Patient Support Programs](https://help.auxita.com/patient-support-programs?hsLang=en-ca#main-content)

    - [General](https://help.auxita.com/patient-support-programs?hsLang=en-ca#general)
    - [Prior Authorizations](https://help.auxita.com/patient-support-programs?hsLang=en-ca#prior-authorizations)
- [Pharmacy](https://help.auxita.com/pharmacy?hsLang=en-ca#main-content)

    - [Appointments/Scheduling](https://help.auxita.com/pharmacy?hsLang=en-ca#appointments-scheduling)
- [Patients](https://help.auxita.com/patients?hsLang=en-ca)
- [Account & Settings](https://help.auxita.com/account-settings?hsLang=en-ca#main-content)

    - [Integrations](https://help.auxita.com/account-settings?hsLang=en-ca#integrations)
- [Additional Forms](https://help.auxita.com/additional-forms?hsLang=en-ca)

[![auxita\_footer\_logo\_white](https://4874646.fs1.hubspotusercontent-na1.net/hubfs/4874646/Auxita_November2018%20Theme/Images/auxita_footer_logo_white.svg "auxita_footer_logo_white")](https://auxita.com)

##### **Taking care of healthcare. **

Auxita’s digital platform seamlessly and securely connects physicians, patients, insurance providers, and patient support programs together –   
reducing administrative burdens and empowering medical practices to deliver care faster and more efficiently to patients.

<https://www.facebook.com/itsauxita/> <https://x.com/itsauxita> <https://www.instagram.com/itsauxita/?hl=en> <https://www.linkedin.com/company/auxita/mycompany/>