Refer Client Internally : Solution Center

Refer Client Internally Print

Modified on: Sat, Mar 2, 2019 at 8:48 AM

Internal referrals allow you to transfer client data to another staff member within your organization

1. Open client profile

2. Select Referrals from the sidebar

3. Click Refer Data

4. Select the Internal toggle

5. From the Referral Recipient drop-down menu, Select Staff Member… you wish to refer this client

6. Select any other applicable information

7. Click Complete Data Referral

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