Add a referral manually

Type in a referral that came by phone, fax or email so it shows on your referral list.

Last updated October 22, 2026

Who can do this: Admin, Internal Case Manager

Before you start

You need the Create Referrals permission. Admins and Internal Case Managers have it by default. An Admin can turn it on for anyone else in Administration > Users.

Open Referrals and click + New Referral. The Add Referral Manually form opens.
In Law Firm, start typing and pick the firm from the list. If it's a new firm, click + Create with the name you typed.
In Referred by, choose the person who sent the referral, or leave Not recorded.
Fill in Patient First Name and Patient Last Name (both required), plus the DOB, DOI (Date of Injury), Phone and Email you have.
Add what you know under Auto Insurance, Legal Representation and Health Insurance. Every field there is optional.
Choose the Referral Type. If you pick Other, type it in Specify Other Type.
Write the Reason for Referral. Put anything the team must not miss in Attention Notes; it shows in a red box on the referral.
Click Create Referral. The referral is added with the status New and a number like REF-2026-00042.

Typing in Law Firm isn't enough on its own: pick a firm from the list or click + Create. A referral added without a firm has no law firm, and the Law Firm column shows a dash.
Picking a law firm fills Law Office and Law Phone if they are empty. Picking a person in Referred by fills Attorney, Attorney Email and Law Office if they are empty.
The insurance company, adjuster, law office, attorney and paralegal boxes suggest names from your Contacts as you type, but you can type a name that isn't in the list.
To fix a referral later, click Edit on its row, change the details and click Save Changes.
Referrals you add here are saved with Routine urgency.

“You don't have permission to create referrals”: Ask an Admin to tick Create Referrals for you in Administration > Users.
“That referral source contact was not found.”: The person picked in Referred by was removed. Reload the page and choose again.
“Validation failed”: One of the email addresses isn't a complete email address. Check the patient, adjuster, attorney and paralegal emails.