This guide details the referral process. It includes instructions for creating a referral and searching for a referral.
The following describes the typical process for submitting referrals for counseling or employment resources online.
The following describes the typical process for creating and submitting a referral online.
Leaders can search and view referrals under the Referrals tab. This section explains how to do so.
To search referrals, navigate to the Referrals tab, enter the desired search criteria, and choose Apply. To search for a specific individual, type the name of the referred person in the Person Name search field. To view all referrals from a certain date range, change the Dates field. To view a list of all referrals of a specific type, select the desired option in the Referral Type field. To view a list of all referrals, click Apply without adding any additional search criteria.
To view a referral, click on it from the search results.