Creating a new referral

A referral in Recordbase represents a person that has been referred to your organisation so that you can provide services to them. A client may have one or more referrals, depending on the number of services your organisation provides and the requirements of the client.

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Referrals are also how clients get created in Recordbase.

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Depending on if the client is a new or existing client you have two options on how to enter a referral.

• For new clients, you need to use the new referral wizard.
• For existing clients, you can either use the new referral wizard or the new inbound referral option on the referral page

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