Creating a new referral via the inbound referral option

You can create a new inbound referral for a client that is already in Recordbase in two ways.

• Via the new referral wizard
• Via the inbound referral option on the referral screen

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Using the inbound referral option

For the client that you want to create a new referral for, go to the Referrals screen and select New inbound referral

This takes all of the clients personal details and adds them to the referral information and you just need to fill out the details about the team that they are getting referred into and where the referral has come from.

Once finished entering information, select Save referral and you will be presented with the new referral details. The referral will be in a Pending state, awaiting acceptance into the new team.

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