---
schema_version: "1"
id: 1fbb1e2a523406b584e8ff5d73299a7c532ed9a5f950c9048f5c086346bbc57c
title: Configure Referral Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_referral_management_checklist.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_referral_management_checklist.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07fae7cb2d02d390c517d3c54a893a41c1ecfed22021df0e6b21390d8bb3f3ba
description: Set up the queues, objects, and access that your users must have to submit referrals.
products:
  - Health
release: "264"
---
# Configure Referral Management

Set up the queues, objects, and access that your users must have to submit referrals.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)

Important Instead of using Lead and Opportunity objects to manage referrals, use the Clinical Service Request object and automation tools built for the FHIR R4-aligned Clinical Data Model. To benefit from new and enhanced referral management features in the future, you must use objects in the Clinical Data Model.

1. [Assign the Health Cloud Platform Permission Set License](https://help.salesforce.com/s/articleView?id=ind.admin_permissionset_licenses_assign.htm&release=264.0.0&type=5 "Permission sets give users access to objects and fields, custom metadata, and other app and system settings. Permission set licenses grant users access to features that aren’t included in their user license. To work in Health Cloud, users need the appropriate permission sets and permission set licenses.") to yourself and your users.
2. [Set up queues](https://help.salesforce.com/s/articleView?id=service.setting_up_queues.htm&type=5&language=en_US) and assignment rules for incoming leads.
    
    That way, referrals are submitted to the correct referral coordinator or group for management.
3. [Create a support process](https://help.salesforce.com/s/articleView?id=process_create.htm&language=en_US) for both leads and opportunities.
4. [Schedule an Apex job](https://help.salesforce.com/s/articleView?id=ind.hc_schedule_apex_to_calculate_referral_scores.htm&release=264.0.0&type=5 "Keep your referral scores for each practitioner up-to-date by scheduling an Apex job to calculate the number of converted referrals.") that calculates referral scoring.
5. Set up security and sharing for the Opportunity object to control which users can see the referral.
    
    Set up user profiles by granting access to the Patient Referral record types and page layouts on both Lead and Opportunity.
6. [Create a trigger](https://help.salesforce.com/s/articleView?id=ind.admin_referral_management_sharing_trigger.htm&release=264.0.0&type=5 "Add a trigger that grants sharing access to the person who created the lead even when they’re no longer the lead’s owner. Granting sharing access enables the lead’s creator to track the referral after it’s converted to an opportunity.") that gives sharing access to the person who created the referral after it’s been converted to an opportunity.
    
    Adding access to closed leads ensures that they remain visible to submitters and lets them monitor the status of their referrals.
7. If your company uses custom values for the picklist fields, you can add or change them as well.
8. [Set up an approval process](https://help.salesforce.com/s/articleView?id=platform.what_are_approvals.htm&type=5&language=en_US) for referrals that need approval and specify the sequence of required steps to approve a referral.
9. Use Process Builder to [automate your business processes](https://help.salesforce.com/s/articleView?id=platform.process_overview.htm&type=5&language=en_US).
    
    For example, create tasks to notify members and providers about the status of a referral.
10. Update any existing profiles with the appropriate permissions for the fields in the Lead and Opportunity objects that are used for referrals.
    
    When you add the page layouts for leads and opportunities, referrers can monitor the status of the people they’ve referred.
11. Add the referral page layouts for leads and opportunities to any pages used to submit and manage referrals.
12. If you want referring physicians outside the organization to submit referrals, set up a partner Experience Cloud site.