---
title: Referrals within Program Placements
description: "Under program placements, organizations can now be listed as referrals. This data surrounding referrals can then be easily reported on as needed using the data source of “client: program placements.” There are three main steps to setting up referrals under…"
url: "https://docs.youthcenter.net/docs/referrals-within-program-placements/"
updated: "2026-09-11"
category: Client Basics
tags:
  - Client Summary
  - Programs
---

# Referrals within Program Placements

Under program placements, organizations can now be listed as referrals.

This data surrounding referrals can then be easily reported on as needed using the data source of “client: program placements.”

There are three main steps to setting up referrals under program placements.   These include:

- Adding/editing a company to set up for referrals
- Adding the referral to a program placement
- Setting up the picklist to support the referral status that matches your needs

Below are steps outlining each of these areas.

## Adding a Company to Set Up for Referrals

To add a new company for referrals, click on the "contact manager" tab.

Choose "add a new company."

![Contact Manager Menu and adding new company](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeT32X5jJ9wxV4qnZLqvEQo0wEsK7d4JjtS7roQELXeqdAeJwGAIcnCub0kSBGwIRzvkDcUGpGkuVF7wYoqqWPBxetEaA0YBmYRAFP9eEOm8fM3pIASwig2sqBD2iLy99P54zggWw?key=OivuPALnmB7AkR8LHmueZg)

The two fields necessary for referrals will be "company name" and "programs offered."

Fill in any additional information and click "save."

![Company and Programs offered](https://lh7-rt.googleusercontent.com/docsz/AD_4nXed2mRqvckaYSmz0Fh1X7V2Iqj-0nFjNhYgYqzVkS5TT7UJc5dujb182NEcvk40jTZ_tqUlM5P3RQVOvs3OSjwrvoZwG40f2Dp9kqRHKlWH3GMGFlHSAcxX-6RYXt3I9Yux0DBQPw?key=OivuPALnmB7AkR8LHmueZg)

## Adding a Referral to a Program Placement

Choose the client for which the program placement is being created, and choose "program placement" under their main menu.

![Client Program Placements](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeB7r2P4BehTkAjq0u1ydTkiAWMVu2ZneOvQhB0Joe13FRldt-bVxfeCPNm-ke_wWOqoAM89DGk9_26V9R0PYGxhzy0pKgQ9mgMZJx50q0CuKld0SfJc06DU-0bLGGzZNdtr4MPMw?key=OivuPALnmB7AkR8LHmueZg)

Choose "new program placement."

![New Program Placement](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeF9sJpIbW5Oq4TVs0Udm6YSW_pNhhbAyR6YqaT7ZM3cg2O3Yn3FkAA6acohGTA3WDF38vR9dw64xqMLBFEdryGqflKL_96M4F5xX4bRLxM-WspULG7dhChCLpDhHhzb7IG9n_szw?key=OivuPALnmB7AkR8LHmueZg)

Fill in the necessary information. For more information on program placements, see additional documentation[here](https://docs.youthcenter.net/docs/adding-a-program-placement/).

*** Note:* **The referred-to drop-down will not appear until after selecting a program.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcfOiV9ciYaIgcQQW7Jozc36PwdoHfLQPHJDGnxcz8EHZcddd91ZBVq7dVLnNuzXTtzRpAdkHG7HZaaTO9vhoDTUthIm83bewVo45zg6yCThfQjVkLxyQlxQLHls94pVCUPVjrKsg?key=OivuPALnmB7AkR8LHmueZg)

Fill in the necessary referral fields.

![Referral options](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdHxTxobVZVE_0sGIkfJ1QbAnb04kX2RxPAP14ybFLC0-dM-3UIJMPxz7iDkfXqmQtdvCUsXxrMqFHxjUnQ1OW1dCcf8y-kCVJhgN1NDaDG8dNk8swuda5xenPlfxZBptpsq4J54w?key=OivuPALnmB7AkR8LHmueZg)

##### **Field descriptions:**

- **Referred To:** Program or person that the referral program placement is associated with.
- **Referral Date**: Date of referral
- **Referral Status**: Status of referral (multiple options can be chosen). Administrators have the ability to add to these options through the picklist "Program referral status."
- **Referral Decision date**: Date when the decision was made for the referral.
- **Referral Recipients**: The Recipient can be either the youth or any of their contacts (ie if a parent is referred to counseling).
- **Referral Notes:** Any notes associated with the referral.

## Setting up Picklist

To access the "program referral status" picklist item, click on the "administration" tab followed by "picklist admin."

Search and choose "program referral status."

Select the green "create a new program referral status."

![Program Referral Status](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsEqPWNO_7N4bG9AilcdkFkOQmfI-rRCWO_9vHM0qCvo4_bKlgdkE96nyS-zb961lSNi1lzW5IdeURLHU0go3dcpEbEQc5BMtRwZ9Jli31R5PyPSJxmDe4jyXVrQRspnnYlsQ_Bw?key=OivuPALnmB7AkR8LHmueZg)

Fill in the necessary information and click "save."

![Program Referral status](https://lh7-rt.googleusercontent.com/docsz/AD_4nXccf2BoIvYYOYhob0MKVYhzr4Tylc4wVggCgdG1Fw5aBVSAEadSwaevJ3IY7Y6ZlvdCdyuWd_SSf_Xtpwp5sfoXluXZHgYz5t0ket9REmLK30EzymV9f1ZCCejzYvWl0HnO6-wI6Q?key=OivuPALnmB7AkR8LHmueZg)

### Was this article helpful?