See My Referrals

Inbound Referrals

Referrals made to your agency or organization from a person in need of service or someone navigating on their behalf.

1.  Click the “Referrals” tab and select “Inbound Referrals”

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2.  Choose which program you’d like to view referrals for in the “My Programs” menu on the left side of the screen.

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Outbound Referrals

Referrals made from your agency or organization to another organization on behalf of someone in need of service.

1.  Click the “Referrals” tab and select “Outbound Referrals”

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2.  Choose who you’d like to view referrals for in the “My Referral Folders” menu on the left side of the screen.

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What are the other options on the screen?

  • Select the “Share” button in the top right corner to share the folder with the person you’re helping to finish making the referral
  • Select the “Edit” button in the top right corner to archive the folder if you no longer need it.
  • Select the “Print” button to print the program information for your records.

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