Coordinated Intake Referrals for Home Visiting Accounts

These tutorials demonstrate how home visiting agencies review and update referrals received from a Coordinated Intake Agency.

1. Tutorial 1: Home Visiting Referral Overview
2. Tutorial 2: Creating a new family in home visiting from a referral
3. Tutorial 3: Linking an existing home visiting family to a new referral

Tutorial 3 will also address if the referral received is already linked to an existing family.

Additionally, tutorials 2 and 3 specifically address the feature "Grant access to this referral".

Home Visiting Referral Overview

 

Creating a new family from a referral

 

Home Visiting families and link to a referral