This article will discuss the Mental Health Referral Dashboard.


The dashboard can be accessed via the Home Page by clicking the “Mental Health Referral Dashboard” link in the left hand sidebar. 

The dashboard contains the “In Progress Referrals” listview, and the “Completed Referrals” listview, as well as the “Create Mental Health Referral” Action.


To begin entering a Mental Health Referral, click on the “Create Mental Health Referral” link under Actions in the left-hand sidebar.

The next screen contains the referral form.

Fill out all required fields (denoted by a red asterisk *), and any other pertinent fields. Once the form has been filled out, click Save and View Referral.

You will then be directed to the Mental Health Referral page where you can review the referral information that you just entered.

You may perform various actions, such as updating the referral, adding documents to the referral, and adding notes to the referral via the Actions in the left hand sidebar.

Any Mental Health Referrals that have been created for a case will appear in the Services listview on the Case Profile page and can be accessed by clicking on the name of the service.


All Mental Health Referral information can be reported on as well via Collaborate’s robust reporting feature.

For more information about the Mental Health Referrals Dashboard, please reach out to your Account Manager, or Submit a Support Request.