--- title: How to Create a Referral (Inbound and Outbound) description: Create inbound and outbound referrals to track connections with external providers, monitor referral status, and support coordinated client care. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-create-a-referral-inbound-and-outbound#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) # How to Create a Referral (Inbound and Outbound) ## Learn how to create inbound and outbound referrals within a client’s profile to support coordination with external providers and track referral outcomes. ### What this feature does The **Referrals** feature enables organizations to track and manage both **inbound** and **outbound** referrals for a client. This functionality supports coordination of care by documenting connections with external organizations, monitoring referral progress, and maintaining a centralized record of referral activity within the **Client Toolkit**. #### **Who can use this feature** - **Organization Administrators** – Can add, edit, view, and export referrals. - **Team Members** – Can add, edit, view, and export referrals. - **Interns / Volunteers** – Can add, edit, and view referrals but cannot export data. - **Law Enforcement / Advocates** – Do **not** have access to the Referrals feature. #### **Before you begin** - Ensure the client has been created in the system. - Confirm that you have the appropriate permissions to manage referrals. - Gather relevant information about the referring or receiving organization to complete the referral details. ### How to Create a Referral #### **Step 1: Navigate to the Client Profile** 1\. From the left-hand sidebar, click **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-30-01-1745-PM.png?width=89&height=261&name=undefined-Apr-14-2026-01-30-01-1745-PM.png) 2\. Select the client for whom you want to create a referral. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-36-13-3912-PM.png?width=670&height=299&name=undefined-Apr-14-2026-01-36-13-3912-PM.png) 3\. Within the **Client Toolkit**, click the **Referrals** tab. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-37-07-9739-PM.png?width=241&height=449&name=undefined-Apr-14-2026-01-37-07-9739-PM.png) #### **Step 2: Add a New Referral** 1\. Click the **+ Add Referral** button located in the upper-right corner of the Referrals dashboard. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-37-28-8502-PM.png?width=165&height=65&name=undefined-Apr-14-2026-01-37-28-8502-PM.png) 2\. Select the **Referral Type**: - - **In (Inbound):** Referrals received for the client from external organizations or partners. - **Out (Outbound):** Referrals initiated by your team to external providers or services. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-37-52-0358-PM.png?width=249&height=63&name=undefined-Apr-14-2026-01-37-52-0358-PM.png)   ### Creating an Inbound Referral Use an **Inbound Referral** when a client is referred **to your organization** by an external provider. #### **Required Fields** 1. ##### **Referral Date** - Enter the date the client was referred to your organization. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-38-53-3347-PM.png?width=364&height=111&name=undefined-Apr-14-2026-01-38-53-3347-PM.png) 2. ##### **Referral Status** ##### Select the current stage of the referral: 1. - **Connected:** The individual successfully connected with your organization and engagement has begun. - **Did not connect:** The individual did not engage after the referral (e.g., declined or unreachable). - **Initiated:** The referral has been received but engagement has not yet been confirmed. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-39-10-7363-PM.png?width=200&height=165&name=undefined-Apr-14-2026-01-39-10-7363-PM.png) 3. ##### **Referral Source** - Select the referring entity (e.g., community organization, healthcare provider, school district, mental health service, or legal service).**![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-39-37-6556-PM.png?width=321&height=152&name=undefined-Apr-14-2026-01-39-37-6556-PM.png)** 4. ##### **From Organization** ##### Enter the name of the organization that referred the client. ##### **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-41-19-4697-PM.png?width=510&height=178&name=undefined-Apr-14-2026-01-41-19-4697-PM.png)** 5. ##### **Referral Reason(s)** - Select one or more reasons for the referral based on the client’s needs (e.g., housing assistance, mental health support). ##### ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-41-41-1997-PM.png?width=670&height=260&name=undefined-Apr-14-2026-01-41-41-1997-PM.png) 6. ##### **Notes (Optional)** Add any additional context or information to support follow-up and coordination. **![undefined-Apr-14-2026-01-41-57-2985-PM](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-41-57-2985-PM.webp?width=558&height=143&name=undefined-Apr-14-2026-01-41-57-2985-PM.webp)** 7. ##### **Save the Referral** - Click **Create Referral** to save the entry. ##### ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-42-06-6499-PM.png?width=125&height=63&name=undefined-Apr-14-2026-01-42-06-6499-PM.png) ### Creating an Outbound Referral Use an **Outbound Referral** when your organization refers a client **to an external provider or service**. #### **Required Fields** **1. Referral Date** - Enter the date the referral was sent to the external organization. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-43-42-1896-PM.png?width=394&height=120&name=undefined-Apr-14-2026-01-43-42-1896-PM.png) **2. Referral Status** Select the appropriate status: - **Connected:** The client successfully connected with the external organization. - **Did not connect:** The referral did not result in engagement. - **Initiated:** The referral has been sent but connection has not yet been confirmed. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-45-33-8803-PM.png?width=326&height=269&name=undefined-Apr-14-2026-01-45-33-8803-PM.png) **3. Referral Source (Optional)** - Select the entity initiating the referral, if applicable. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-46-09-8336-PM.png?width=482&height=229&name=undefined-Apr-14-2026-01-46-09-8336-PM.png) **4. To Individual (Optional)** - Enter the name of the contact person at the receiving organization. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-46-56-0451-PM.png?width=490&height=178&name=undefined-Apr-14-2026-01-46-56-0451-PM.png) **5. To Organization** - Enter the name of the organization or service to which the client is being referred. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-47-23-8006-PM.png?width=490&height=188&name=undefined-Apr-14-2026-01-47-23-8006-PM.png) **6. Referral Reason(s)** - Select one or more reasons for the referral based on the client’s needs. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-47-46-4608-PM.png?width=670&height=260&name=undefined-Apr-14-2026-01-47-46-4608-PM.png)   **7. Notes (Optional)** - - Add any additional context to support coordination and follow-up. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-48-14-1368-PM.png?width=584&height=150&name=undefined-Apr-14-2026-01-48-14-1368-PM.png) **8. Save the Referral** - Click **Create Referral** to finalize the entry. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-49-21-8977-PM.png?width=244&height=123&name=undefined-Apr-14-2026-01-49-21-8977-PM.png)   #### **Result** Once saved: - The referral will appear in the **Referrals Dashboard** within the client’s profile. - Users can monitor referral progress through status updates. - The record contributes to a centralized history of external service coordination. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-14-2026-01-50-16-1319-PM.png?width=670&height=214&name=undefined-Apr-14-2026-01-50-16-1319-PM.png) #### **Tips / Best Practices** - **Keep referral statuses updated** to reflect the most accurate engagement stage. - **Provide clear organization and contact details** to facilitate coordination. - **Use the Notes section** to document follow-up actions or important context. - **Select accurate referral reasons** to support reporting and service planning. - **Review the dashboard regularly** to monitor active referrals.   #### **Related Articles** - [Overview of Referrals](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-referrals?hsLang=en) - [Overview of the Client Toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-client-toolkit?hsLang=en) - [Overview of Programs](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-programs?hsLang=en) --- ### Need more help? If you need assistance creating or managing referrals, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”**   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home