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This article will discuss the Referral Queue.


The Referral Queue can be used to allow staff members to monitor referrals that need to be processed. The Referral Queue can be enabled at the Site level, so if you do not see the Referral Queue on your Home Page, then that means it has not been enabled for your center.


Both Case-Related and Standalone Referrals can be placed into the Referral Queue.


To place a referral into the Referral Queue, simply select “Yes” when the “Queue this Referral?” field appears during the referral creation process. 

Once a Referral has been placed into the Referral Queue, it will appear in the Referral Queue listview on the Home Page. Standalone Referrals do not have a Case ID associated with them.

To review a Referral that has been placed in the Queue, click the View link next to the desired Referral.

When Viewing a Referral from the Queue, you will be able to perform the desired actions on the referral by clicking on the appropriate Referral Action, on the left hand side of the screen.

Referral Module Series