Referrals made to your agency or organization from a person in need of service or someone navigating on their behalf.
1. Click the “My Program Tools” tab and select “Inbound Referrals”
2. Choose which program you’d like to view referrals for in the “My Programs” menu on the left side of the screen.
Outbound Referrals / People I'm Helping
Referrals made from your agency or organization to another organization on behalf of someone in need of service.
1. Click the “People I'm Helping” tab and select “People”
2. Click on the name of the person for whom you’d like to view referrals in the “People I'm Helping” menu on the left side of the screen.
3. Review the referrals you've send on this person's behalf by viewing the Navigation History.