Creating a Referral
Referrals can be created directly from a client’s profile.
When creating a referral, you can include:
Service (optional)
Recipient
None
Internal staff
External provider
Comments
Referrals do not require a service or recipient.
For external referrals, include a short comment to provide context.
Viewing Referrals in Reports
All referrals are logged in the Reports section.
Use filters to narrow results. Set the date range first, then refine as needed.
Filters
Date Range
Example: Last 30 Days
Clinician
Default: All clinicians
Service
Default: All services
Recipient
Default: All recipients
The results table updates as filters are applied.
Exporting Referrals
Referral reports can be exported as a CSV file for further review or record keeping.