Legacy Referrals | Record Efforts | Main Page

Although considered "Legacy", Referrals are browser neutral and should work in Chrome, Internet Explorer, Edge, Firefox, and Safari.

They are considered "Legacy" because we have new Referral forms that can be implemented. New Referrals have the look and feel of a TouchPoint.

Referrals Legacy

Navigate by going to Record Efforts

1. Add Referral

2. Multiple Participant Referrals

3. View/Edit Referrals

4. View Pending Referrals