1. Expand the Navigation Bar
  2. Click on Site Administration
  3. Select Manage Programs
  4. Locate the program you are modifying and click Edit in the Take Action column
  5. Click the Referral Settings tab
  6. A Series of Check Boxes Are Displayed to be Selected for the Program:
  • Accept Referrals: allows referrals to this program to be accepted from different programs 
  • Auto-Accept Referrals: accepts all referrals made to the program automatically 
  • Confirm Referral by Email: sends an email to the program manager of the receiving program to notify them there is a pending referral 
  • Include participant information in confirmation email: can only be selected if "Confirm Referral by Email" is selected. Will include participant first name and last initial 
  • Entity Subtype with Referrals: displays the option to select an entity sub-type when making a referral 

7. Select Lowest User Role that can Retract a Referral

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

8. 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 below 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.

  • Pending
  • Approved
  • Rejected

9. Click the Manage Refer-To Type Visibility button

10. 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

11. Click Save.

For more information on referral settings, please click here.
 
If you need more information or additional assistance, please contact customer support.

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