Referrals
To view and manage all referrals created for the client within the system
You can access the history of all referrals in the system and manage those assigned to you.
Filter
Quickly find referrals by:
Filtering by Service, Referral Status, Referral Date Range, Referral Source, Referral Reason, or Assigned Staff.
Managing Referrals
Keep your referral details up to date by clicking the 
button on the referral card:
Edit Referral Details - Update the referral source, reasons, and remarks.
Change Referrals Assignment - Assign, reassign, or unassign a caseworker.
Set Referral Status - Update the referral status based on case progression.
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