Here are the steps to create a new family when receiving a new incoming referral.
STEP 1. Click on New Family and enter the incoming referral data.
- All fields are required
- Exception: Email OR phone number is required
STEP 2. Continue with the the family data / CIAT data
After saving the family, you'll be able to continue entering any additional data on the family from their Family Data page.
Here's a looping video clip showing the rest of the fields that can be entered.
None of these fields are required to make outgoing referrals. You can always come back and add more information to this family.
STEP 3. Intake History - Review the Incoming Referral
The information entered in Step 1 to create the new family is also used to create the incoming referral.
STEP 4: Finding the new family / new referral
The new family / new incoming referral can be located from:
- The Referrals page
- The Family List page
The Family List page
Refer back to the list of articles for more information on updating incoming referrals and making outoing referrals.