Outbound Referral

Use the Outbound Referral record to  document the client’s referral to a different organization.

To enter a new Outbound Referral record:

1.  Open the client file, go the History section, and select the Create button to access the New History Item Helper.

2.  Select Outbound Referral, and select the related Create button to create a new record.

You can show outbound referrals to more than one organization by selecting each organization from the Possible Organizations box and adding it to the Referred To box.

When you are finished, save and close the record.