Each Office that receives a Referral may in turn forward the Referral to other Offices, thereby creating a hierarchical chain of Referrals. In the Log window, Referrals that have been forwarded are indented in the list providing a visual representation of the hierarchy.

If an Active Referral is forwarded, CLIFF sets the state of the Referral to “Pending” and sets the state of the new Referral to “Active”. The Referral state allows you to quickly see in which Office the Referral is active. Note that Active/Pending are only applied to Referrals with a Due Date.

CLIFF will track how many days a Referral is Active. This number is displayd in the Referral as shown below, and in the Log Referral list.

To Forward a Referral

1. Open the Log for which you wish to forward a Referral.
   
2. Click on the New Referral button for the Referral you want to forward.
   

   
   

   If there is no button beside the Referral you want to forward, then you are not authorized to forward the Referral or the Referral is a type that cannot be forwarded.
   

3. CLIFF displays a new Referral window. Complete the fields as described in creating Referrals.