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Handling an Incoming Referral PDF Print E-mail

 

1.  Login to FORT and select Handlers from the main menu

 

2.  View your assigned referrals under the 'My Referrals' section

 

3. Add any notes using the Add note box and click "Update Referral" to save

4. Once you have made contact with the client input a date of first contact, update the notes section and select a referral outcome status (e.g. Client With Us).  The referral outcome allows the agencies involved in the referral to assess whether the referral was successful.

 

5. Click "Update Referral"

Please remember it is your responsibility to ensure the referrer/referring agency receives sufficient feedback regarding the progress or outcome of the referral.