Referral Tracker

User-facing documentation for Community OS: guides, concepts, references, and technical material.

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• Track a referralGuide

  A referral connects a person with the services they need. This guide shows you how to record a referral, choose a provider, update its status, and record the outcome so nothing is left hanging.

• What is a referral?Concept

  A referral connects a person with a service provider. The referral records who is being referred, who made the referral, what the person needs, and which provider was recommended.