In ETO, a referral is the process of directing a participant to services provided by another program, site, or entity. The types of referrals can be divided into two categories: those that are “outside referrals” to entities and those that are “internal referrals” to other programs in the site or to other sites on the enterprise.

This is a screenshot of the sub-topics related to the Referral category on the navigation bar. Not all users will see all of these options on their navigation bar depending on how their permissions are set up.

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Articles
Create and Manage Referral Forms
Create a Referral
View/Edit Referrals
Accept a Participant Referral
Accept an Entity Referral
View Pending Referrals
View Referrals on Dashboard

Videos

Video | Create a New Referral Form

Reporting

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