To update an incoming referral:
Go to the family's Intake History
- Locate the incoming referral in the Incoming Referrals table.
- Click on the Review/Update button
Click on Update Referral
- Updating an incoming referral is only necessary when the referral has not been referred to home visiting.
- Updating the referral allows the CI worker to indicate why.
- Once the incoming referral has been referred to home visiting, update the referral in order to close.
