Referring from Program Search
A staff member can initiate the referral flow after selecting a program on program search. By clicking the refer client button, the referral form will display.
Step 1
The navigator will be prompted to select a client from their client list.
Step 2
After selecting a client, the referral modal will show the program that was selected from program search, and their contact form fields.
Step 3
The referral confirmation screen will show the filled out content from the referral. A navigator can click ‘View Client’ to navigate to the client page or ‘Done’ to go back to the program search results.
After selecting a client, the client can be changed. If any fields were filled out prior to selecting a different client, the fields will be cleared.
Share Program to Room
Staff can share a program with a client in their room without creating a referral. This helps provide program information while keeping resources organized in one place.
Step 1
From the program card or program details page, click the “Share to Room” button. This opens the Select a Client side sheet.
Click “Share to Room” from the program card or details page to open the Select a Client side sheet.
Step 2
Select a client from the side sheet and add a message which will be shared in the chat along with the link to the program page.