Content
Sync Profile Information when Linking a Referral to a Client
Release date:
Jan 5, 2026
Sync Referral Information to Client Profile
When linking a referral to an existing client profile, there is now an additional option to sync the referral subject's information directly to the client record.
Synced Fields
The following fields can be synced from the referral to the client profile:
First Name
Last Name
Date of Birth
Email
Mobile Number
Why This Matters
This eliminates the need to manually update client records after linking a referral, ensuring information stays consistent and reducing administrative overhead during the intake process.
