Internal Referrals | Manage Program Referral Settings

Internal Referrals is Referrals (NEW)

Step 1 – On the Navigation Bar, select "Site Administration" > "Manage Programs".

Step 2 – Locate the Program you are modifying, and click "Edit" in the "Take Action" column.

Step 3 – Click the "Internal Referral Settings" tab.

A Series of Check Boxes Are Displayed to be Selected for the Program:

• Accept Internal Referrals: Checking this box will allow referrals to this Program to be accepted from different Programs in the Site.

• Auto-Accept Internal Referrals: Checking this box will automatically accept ALL referrals made to this Program.

• Confirm Internal Referral by Email: Checking this box will send an email to the Program manager of the receiving Program that they have a pending referral. The user making the referral will receive a confirmation when the referral is accepted/rejected.

• Include participant information in confirmation email: can only be selected if "Confirm Referral by Email" is selected. Will include Participant's first name and last initial

• Entity Subtype with Referrals: displays the option to select an Entity sub-type when making a referral

Step 4 – Select the "Lowest User Role that can retract an internal referral".

• Check "Include participant information in retraction email" if you wish to do so.

Step 5 – Check the boxes for "Only allow acceptance of referrals to this Program when the approval status is:" if you wish to hold referrals for approval.

If any of the boxes are checked, Referrals may not be accepted on the View/Edit page and notifications to allow acceptance will not be sent out until the approval status is met. If approvals are not required for the referral form then they will always be sent out.

Step 6 – Click the Manage Refer-To Type Visibility button

Note: The Refer-To Type Visibility settings described above apply to Legacy Referrals only and do not impact Internal Referrals.

For Internal Referrals, the visibility of referral destinations is configured on the form itself. To update the destinations available for an Internal Referral form, go to:
Manage Internal Referral Forms > Referral Name > Edit > Edit Internal Form Settings > Manage Referral Destination Visibility.

See Step 11 in the Manage and Create Referral Forms article for details.

Step 7 – Check the Box(es) Associated with the Type(s) of Referrals your staff are allowed to create:

• Program – Programs in your current Site

• Programs in Other Sites – Programs in other sites in your Enterprise

• Service Providers – Entity service providers that work with your Site

• Employers – Employer Entity types that work with your Site

• Education Institutions – Entity educational institutions that work with your Site

Step 8 – Click "Save".