How do I complete a Referral follow-up?

How do I complete a Referral follow-up?

1. Pull up the Referral Overview page. You can find this page a few different ways:
   1. if you are assigned for this referral, you can find the reminder on the Home screen
   2. Reminders card on the Household Overview screen
   3. Referral History section on Household’s History page
2. On the Referral Overview page, go to the Follow Ups card.
3. Next to the follow-up, click Complete. This will take you to the Complete Follow-Up page
4. Enter the Date Completed, Follow-Up Disposition, and any applicable notes and click Save