Video:
Guide:
Add New Referrals
To
add a referral for a participant, click on the “People” tab in your lefthand
navigation menu.
Open the “List
of People”
Locate
the participant in your List of People.
Click
the pencil icon to open the participant’s record.
Navigate
to the “Referrals” tab of the participant’s record.
Click
“Add New Referral +.”
Fill out the referral form. Anything marked with a red asterisk is a required field.
The form can only be submitted once all required fields are complete. Click
“Save” to complete the referral.
Deleting a Referral
To delete a referral, click the trashcan to the right of the
referral summary. Follow the prompts to confirm the deletion.