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Preparing to Receive Referrals

Learn how to ready your organization or specific programs to receive referrals.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

Configure Caredove to receive referrals in just a few simple steps. 

To start, Add or Edit Listings for accuracy and clarity.  

Next, you need to set up the Referral Settings, and determine how you want to receive referrals:

Now, Invite Intake Staff. This is the staff who will provide the intake appointments for your programs. We recommend assigning this user the Calendar Provider role.  

Lastly, Add Available Appointment Timeslots. An Organization Administrator or the individual user can set up their own intake appointments. 

Tip: Always configure the Referral & Calendar Settings

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