Create Referral

To initiate a new client in the system and ensure the referral is assigned to the appropriate caseworker

You can create a new referral from two locations:

  • Top-right corner of the Navigation Bar – Click the button

  • Top-right corner of a Client Profile Page – Click the button, then select Create Referral from the dropdown list

Step 1: Enter Client's Identifier

  • Enter the Client's NRIC / FIN and click Verify .

Only a valid NRIC / FIN can be used to create a referral.

Create Referral - Input NRIC / FIN

Step 2: System Check for Existing Records

  • If the NRIC/FIN exists → A new referral will be linked to the existing client profile.

  • If the NRIC/FIN does not exist → A new client profile will be created.

Step 3: Provide Client Information

  • For existing clients → The system will auto-fill Name, Sex, Date of Birth, and Citizenship.

  • For new clients → Enter the client’s details manually.

Create Referral - Client exist in Social360
Create Referral - Client does not exist in Social360

Step 4: Provide Referral Information

  • Referral Date and Time – Specify when the referral was made.

  • Referral Source – Select where the referral originates from.

  • Referral Reason(s) – Choose the relevant reasons for the referral.

  • Remarks – Choose the relevant reasons for the referral.

  • Choose the appropriate Referral Status:

    • Pending → Under review

    • Active → In progress

[Learn more about referral statuses here]

Create Referral - Referral Information

Step 5: Assign the Referral

  • Assign the referral to the appropriate caseworker:

    • If assigned to yourself, it will appear on your Dashboard for easy tracking.

Create Referral - Referral Assignment

Click Create, and upon successful submission, you will be redirected to the All Referrals page

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