Referring a Case to an Outside Organization
Records of referrals to outside organizations can be recorded for each matter.
There are two ways to record a referral: one quick and one detailed. Site administrators determine which method is used and where you can do this.
Quick Organization Referral
This option displays a search and select box on a form. Depending on the configuration, one or more organizations can be selected and referral record(s) are created.
You must know at least part of an organization's name to record a referral. Compare the detailed method below, which uses a filtered list.
The referral date is automatically set to the current date. There is no option to change the referral date, record a referral type, or add notes about the referral.
Site administrators: See the Quick Organization Referral block.
Detailed Referrals
Case profiles typically have an Actions menu link called Refer to Outside Organization that makes a record of having given a client a referral. There may be other places where site administrators provide links to record a referral.
Recording referrals is for information and reporting purposes. It does not send information to another organization (unless the site is using the electronic case transfer feature to send the case to another organization using LegalServer).
The Referrals page shows any existing referrals on the case and organizations that may be appropriate to refer the client to.