How to make a Referral to a Resource in your Database

When searching for resources within a call report, you can make referrals in the following ways, depending on the features and settings enabled in your system:

1. make a referral directly to a resource, without any Taxonomy (Need) associated to it (see steps below)
2. make a referral with one or more Needs (Met or Unmet) associated to it
3. make a referral to an Out of Database resource, with or without Needs associated to it
   

To make a referral using any of the ways noted above, complete the following steps:

1. From within a call report, click 'Search Resources' at the top of the page
2. Search for the resource you wish to make a referral to, and click the 'Make Referral' button if your organization has it set to appear on the search results page
3. Otherwise, select the name/details of the resource you wish to make a referral to so you can view the details of the record, and click the 'Make Referral' button
4. If you don't see the 'Make Referral' button, it is likely because you are viewing a level of the resource that you can't make referrals to. Most organizations make referrals to the Program level record, which can be found at the bottom of the page when viewing an Agency, Site, or other Program record. Scroll down to the bottom of the page and select the name of a Program record, and the 'Make Referral' button should appear
5. Close the search resources screen and go to the 'Resources' tab of your contact form to view the referrals made; click the button to 'Refresh this list' to ensure all referrals are appearing on this page
   

Note, Admin level users set which Resource level referrals can be saved to in Contact Records by in the Admin Tools settings on the Resources tab. To access the setting, an Admin level user can click Admin Tools in your left side menu, then click the Resources tab, and under the 'Referrals' section select the corresponding checkboxes next to the setting 'Referrals can be made to these resource record types: Agencies Programs Sites ProgramAtSites' for the record type(s) referrals should be saved to, then click 'Save' to apply these settings.

How to save an 'Out of Database' referral

1. From within a call report, select ‘Search Resources’
2. In the search resource pop-up window, you’ll see a link under the geographic filters named ‘Out of database referral’; click this link now
3. You’ll see a box appears where you can indicate a referral made outside your database. There are several fields you can enter, and the only required field is the ‘Agency name’; fill out these details based on your organizations procedures
4. After you’re finished entering the information associated with the out of database referral, click the ‘Make referral’ button
5. If your organization uses the AIRS Taxonomy, and you wish to associate a met or unmet need with the out of database referral, search for a taxonomy term now. After you complete your search, in the ‘Terms Searched’ box click the green plus sign (+) appearing next to the term you wish to associate with the out of database referral; the green plus sign will turn into a blue check mark, indicating the need has been added to your call
6. After you're done searching for resources, close the ‘Search Resources’ window and go to the ‘Resources’ tab/area of your call report; if you don’t wish to associate a need with the out of database referral, then you’ve completed making the out of database referral and you can proceed as normal
7. If you wish to associate a need with the out of database referral, go to the ‘Resources’ tab/area of your call report, and you’ll see the need you added in the previous step is appearing next to your out of database referral.
   
1. Note, if you made other referrals in the call report, you’ll see the needs related to your other referrals appearing next to your out of database referral as well.
   
8. Select the checkbox next to the need you wish to associate your out of database referral with, and from the Met/Unmet drop-down list, make the appropriate selection; you’ve completed making the out of database referral associated to a need and you can proceed as normal

Note, if your organization has the features enabled to send referrals by SMS/Text or Email, at this time you aren't able to use either of those features with out of database referrals.

To enable the Out of Database Referral feature, have a designated Support Contact from your organization go to ‘Help’ in the left side menu to submit a case requesting this setting be enabled. In the request, make sure to specify the names of the Call Report Forms this setting should be enabled for.

Look up previous and make new Referrals inside call report

1. Inside the call report make sure that the Caller Profile was selected in the people tab/section.
2. Click on (or scroll down to) the "resources" tab/section, previously referred resources will be listed under the "previous referrals made to this caller" section.
   

1. Inside the call report click on the "search resources" button in the top right corner.
2. A new resource window will open. Use the search feature and navigation tree to look for resources. (You can learn more about searching on resources in a separate answer).
3. Your search results will be displayed on the right hand side of the page listing just a subset of the resource information.
1. At this point you can already choose to log the referral by clicking on the "make referral on this call report" button inside each listed resource.
2. If you want to look up more details on the resource, click on the "details..." link listed on the right of each resource.
3. You will now see all resource details and have the ability to log this referral by clicking on the "make referral on this call report" button at the top of the page. 
4. To add more referrals repeat the same steps.
4. Close the resource window or navigate back to the window of your call report. Inside the call report, click on (or scroll down to) the "resources" tab/section. You will now see your selected referral is listed under the "referrals made in this report" section.