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Internal Referrals | Accepting a Referral
Internal Referrals | Accepting a Referral

Forms. Internal Referrals.

Updated over a week ago

Accepting pending participants that have been referred to your program allows you to add them without needing to input their information again. When you accept, reject, or redirect the referral, ETO automatically updates the View/Edit Internal Referral record of the participant in their referring program .

1. On the navigation bar, select Referrals.

2. Select View Pending Internal Referrals.

3. Locate the participant you are working with.

4. Change the Program Start Date if you would like the participant to start in your program on a date different from the one provided.

5. Take an action on the referral from the Actions column:
-Report (Referral Face Sheet)

6.  If Accepted, Rejected, or Redirected, the Participant record will no longer appear on the View Pending Referrals page and will then be updated according to your selection.

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