Manage the Referral Pipeline

Use the Referral reports to see Referrals in your organization.

1. Click the Reports tab.

2. Click All Reports.

3. Find and click the name of one of the Referral reports:

   • Inbound Referrals by Account: See the Inbound Referrals opened in the current and last 6 months, grouped by Referral Organization.

   • Inbound Referrals, Current 6 Months: See the Inbound Referrals opened in the current and last 6 months.

You can also see these reports, along with Intake reports, on the Intake Summary dashboard:

1. Click the Dashboards tab.

2. Click All Dashboards.

3. Find and click the Intake Summary dashboard.