After finding your resource, Log a Referral in one of two ways:

  1. On the Search results page, click Log Referral on the Resource Card:

On the Resource page, click Log Referral at the top:

You'll be taken to a quick form to fill out client information:

Once the referral is logged, it will live on the Client's Profile Page under the Relationships section:

From here, you will be able to View and see the Status of this referral.

After clicking the View button, you'll be taken to the Referral page:

On this page, you can:

  • View client information and navigate back to client's profile page
  • View any file attachments associated with client
  • See and update referral status (needs review, reviewed, in progress, completed and canceled)
  • Add and view existing notes

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

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