Referral tracking can become less challenging when contact and progress are logged through the Care Team system.
Creating a new Contact log within the Care Team the referral is for is crucial to this process since it establishes the alert that will allow you to track it.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4184495/image20240628-114-kt675d.png)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4188458/image20240701-66-jjt31s.png)
Choose the Referral option.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4184516/image20240628-97-6v6y39.png)
Use the drop-down menu to select the reason for the Referral.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4184436/image20240628-58-evznyy20240628-64-adgfla.png)
Use the drop-down menu to select the progress of the Referral.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4184474/image20240628-65-z21qf20240628-78-g0wh8o.png)
Once a referral log is entered you'll see an alert for the next planned follow-up.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/direct/1719839062431/image.png)
Clicking the Contact button on this alert will bring up the contact log for the Care Team the referral is on so that you can document the follow-up/progress of the referral.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/direct/1719839089281/image.png)
You can update the reason and progress of the referral at any point by clicking the Referral button within that Care Team.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4184316/image20240628-97-kzfcaf.png)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/4166793/imagesqtbnANd9GcQX_CiFOHYt19U0kwa8-lJ4hm8te0J2DHh9Cws20240621-73-ahi32y.png)
![]() | |
Reasons for Referral |
Referral Progress |
![]() |
![]() |