Managing internal referrals

In this guide we are going to look at the following work flow:

The process will look at using the Record A Contact screen to refer to another service using a template going to a pool of users.

Referring to another internal service via Record A Contact

When a client is being supported in one project a referral can be created for a different project whilst keeping the original case ongoing. The user will continue to use Record A Contact as they normally would and use the following two features to record and automatically refer to the other service:

Record the external referral (external to the project)

In the Record A Contact options box they would use the Refer Externally option.