Referrals can be maintained for both product delivery cases and integrated cases from the case calendar. A referral is a request to a service supplier for consultation on a case. For example, a case worker may schedule a medical examination with a physician who is registered as a service supplier for a person with disabilities.
Note that this feature is only available if the Cúram Provider Management module is not installed. Cúram Provider Management provides enhanced capabilities to allow agencies to deliver services to their clients and make referrals. These enhanced capabilities are discussed in this guide. For further information, see Meeting Needs through Referrals.