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This article will discuss the process of creating a Collaborate Site referral that is associated with an existing Case in Collaborate.


A Collaborate Site referral is a referral that is being sent to another Site in Collaborate. These referrals can be sent to Sites within your own Network, and even Sites in other Networks.


To create a Collaborate Site referral that is associated with an existing case, start on the case profile of the case, and then click “Create a Referral” under Case Actions.


On the next screen, select the Referral Method of “Collaborate Site”.

Then, set the Sending Contact to the appropriate individual. By default, this field is set to the individual that is creating the referral.


Next, select the Receiving Site to which you are sending the Referral. The Receiving Site list will only display other Collaborate Sites that are accepting other Collaborate Site Referrals.

Select the appropriate Receiving Site Referral Type and Sending Site Referral Type.


After you have filled out all the required fields on the referral, click “Create Referral”.

You will be directed to Edit the Referral so that you can set a “Next Status” for the Referral.


Set the Next Status to “Incomplete” when the Referral needs more information before it can be considered as complete. Choosing this option will create the referral in an “Incomplete” status, allowing yourself or another individual to come back and add any additional information that may be needed.


Set the Next Status to Invalid if the referral has been created in error.


Setting the Next Status to “Submitted” indicates that the Referral has been submitted to the other Collaborate Site.

The Referral will now be created, and will appear in the Outbound Referrals listview on the Case’s case profile page.

To review an existing Referral on a case, click the View link next to the desired Referral in the Outbound Referral listview.

From this page, you may perform various Actions on the Referral, depending on the Status of the Referral.


If the Status of the Referral is Incomplete, you will be able to Edit the referral, as well as Invalidate the referral. Invalidating the Referral sets the status of the referral to Invalid, which indicates that the referral may have been entered in error, or it simply is not a valid Referral. To perform these actions, click either “Edit this Referral” or “Invalidate this Referral” in the Referral Actions section in the bottom left hand corner of the screen.


If the Status of the Referral is Submitted or Invalid, you will only have the option to Edit the Referral.

You may also add any Documents and/or Notes to the Referral here as well by clicking “Add a Referral Document” or “Add a Referral Note”, respectively, in the Referral Actions in the bottom left hand corner of the screen.

Referral Module Series