Why can't I create an intake from a referral?


On received referrals, you expect to see the Create Intake action. In the below image, we have a referral with a status of "Signed Up" with no Litify Actions available.

Issue: The firm signed up the referral in the Litify Referrals Network web application (referrals.litify.com) rather than Litify Referrals Pro. Then, they wanted to continue working on the referral in Referrals Pro.

Cause: If you use both LRN web app and Litify Referrals Pro, we advise that you only use Litify Referrals Pro to manage referrals rather than both systems together. If you use both systems, you'll encounter issues such as a signed up referral with no Litify Actions.

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Solution: Create an intake independently of the referral and connect the two records. Populate the Intake field on the referral and the Referral field on the intake to connect them.

The Referral field on an intake:

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Additional articles:
Litify Actions Conditions
Create an Intake from a Referral





 

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