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Creating a Referral

Step-by-step guide to creating a new client referral in ManaakiCare.

Work in Progress

This documentation is being developed. Check back soon for updates.

Overview​

The referral creation wizard guides you through collecting all necessary information for client intake.

Wizard Sections​

  1. Client Information
  2. Referral Details
  3. Service Information
  4. Documents
  5. Review and Submit

Step-by-Step Guide​

Detailed instructions for each section will be added here.

Saving Drafts​

Information about draft saving functionality will be documented here.