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hello and welcome to our serenade video in this video we will introduce adding referral information in a case profile in doing so you can refer clients to a specific Department inside your organization or outside of the organization this information can be viewed inside the case profile but can also be gathered via a custom report let us log into the caseworker portal the first thing we want to do is enable ourselves to add referral information in the case profile as well as ADD default referral locations and reasons this can be done in the admin tools from the home page let us go to the admin tools by clicking on the settings icon on the top right and proceeding to click on administrative tools once in the admin tools the first thing we want to do is enable the setting to see referrals inside the case profile let us go to the application settings once in the general settings of the application settings you will see a checkbox to enable referrals by clicking it and saving up top you wi
