View your referrals in two different ways: 

  • Referrals tab
  • Client profile page

Referrals tab

To view incoming and outgoing referrals in real time, click the Referrals tab on your top navigation bar: 

From here you can: 

  • Click back and forth between Incoming and Outgoing referral tabs
  • Click the blue View button to be taken to individual Referral page
  • Click on the Status button to reorganize list by stage of referral

After clicking View for a specific referral, you'll be able to access specific referral information on the next page:

From here, you can see: 

  • Client information and profile page: click the client's name in blue to access their Client profile page
  • Sender information
  • Recipient information and assigned team members
  • Attachments
  • Service offering
  • Referral status
  • Notes and note history

Client profile page

After searching for your client on the Clients page, click the client's name in blue to be taken to their client profile page. Towards the bottom, after the Relationships section, you'll see the Referrals section which reflects all incoming and outgoing referrals made within your Coordinate Network.

Questions? We're here to help. Email us at support@healthify.us or message us in the In-App chat at the bottom right corner of every screen in the Healthify platform.

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