Check out our On-Demand Referral Module Training Videos


The Referral Module can be used to track Inbound and Outbound referrals to and from your Center.


Prior to the release of the Referral Module, creating referrals in Collaborate is typically a two-step process of sending the referral to the receiving party, and then documenting the Referral as a service on the Case.

 

The Referral Module streamlines this into a one-step process, where documenting the Service and sending the Referral Information can occur at the same time.


The Referral Module series will discuss how to create various Referrals in Collaborate.


Referral Module Series