Referrals
Guidance on how to set up the Internal Referral feature for secure portal-to-platform communication.
6 articles
- How to: Configure Referrals Using a Custom TemplateBuild a custom referral form, wrap it in an encounter with follow-up steps, and publish it to your Faculty Portal.
- How to: Configure ReferralsSet up referral types, assign encounter templates, and control visibility for your school's Faculty Portal.
- How to: Create a Referral from the Faculty PortalA quick guide to submitting a student referral and tracking your referral history.
- How to: Accept and Action a ReferralAccept an incoming referral, work through your follow-up notes, and close or share the encounter when you're done.
- Referral VisibilityWhen using referrals, you have three visibility options to choose from. This article will help your team choose the correct visibility permissions for your school.
- How to: Allow Referrals for Any StudentLet faculty and staff refer any student through the portal, not just the ones assigned to them in your student information system.