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Outbound Referrals
Use Outbound Referrals to track the referrals that you make for clients to other organizations.
After assessing a potential client or working with a client for a while, you may identify needs that your organization isn’t able to fulfill. In these cases, you may want to refer the client to another organization to ensure they get the care they need. When you refer someone to another organization, it’s called an Outbound Referral. Outbound Referrals are record types on the Case object.
To see a list of all Outbound Referrals:
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Click the Cases tab.
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From the dropdown, select Case Management: Outbound Referrals.
- Refer Clients With Outbound Referrals
Create an Outbound Referral to track clients referred to other organizations to ensure that you help the client get the services they need.
Refer Clients With Outbound Referrals
Create an Outbound Referral to track clients referred to other organizations to ensure that you help the client get the services they need.
To create an Outbound Referral:
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Click the Cases tab.
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Click New.
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Select Outbound Referral, then click Next.
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Optionally:
- Add a subject that describes the nature of the referral.
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Search for or create a Contact.
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Enter any relevant information about the referral, for example, the Referral Organization, Suggested Programs, or Referral Result.
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Select a Status. Note that you can't close the Outbound Referral from the Status dropdown.
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Click Save.
From an Outbound Referral, you can:
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Click Edit to edit the details of the Outbound Referral.
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Click Change Owner assign another case owner.
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Click Closed in the path at the top of the Outbound Referral to close it.
