10.01.2020 - Comments on Referrals

Comments on Referrals

People sometimes want to send additional information when they are making a referral. For example, it may be helpful to know that the person being referred is already enrolled in another program, that they have certain needs, or that the person making the referral should actually be the person the CBO should follow up with.

To help share this information, we have added the ability for all users to add comments when making a referral. 

Referral Comments are visible to:

  • The Program in their email notification and in their Inbound Referral Dashboard.

  • Person Seeking Services in their Referrals for Me Dashboard and notification email

  • Person making referral on behalf of someone else in the Seeker Profile




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