Referral records provide a place to document where clients come to you from, as well as where you have signposted them on to. They can hold details of who is involved in the situation (the people who are doing the referring, the client who is being referred and the place or person they’re being referred to) as well as other notes that you need to keep for future reference.
This video introduces you to adding activities records in Lamplight, and how referral records are used in the system.
3.2 Creating a Referral
Building on the previous video, we show you how the referral record works and how to enter information into the different fields and tabs.