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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.

Graphic: Referring a case to an outside organization


The filters on the search list use the information from the case (Legal Problem Code, County, etc.) to narrow the selection of organizations. You can change the default filters to expand the list of organizations.

Only organizations that have been added to LegalServer on the top level Organizations tab and have the type "Referral Organization" will be listed.

To view more information about an organization, right click on the organization's name and view it in another tab or window.

Record a referral by clicking the Refer Here button next to the name.

Graphic: Referring a case to an outside organization2


Referral Type is a list controlled by each site, and set for each organization. In the example above, ABC Referrals does not have any referral types selected in its organization record. The overall list of possible referral types is controlled by site administrators in the Org Referral Types lookup.

Client Consent to Transfer is a simple information field unless your site is setup for electronic case transfers. If it is, and you are referring the client to an organization that accepts e-transfers, selecting Yes will expand the form and display several additional fields.

After entering information about the referral, click Continue to save the referral.