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The Referral Sources page at /ce/referral-sources provides an interface for managing the referral source taxonomy used to categorize where leads originate.

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Overview

Navigating to /ce/referral-sources loads ReferralSourcesPage, which renders a PageHeader (“Referral Sources”, description “Manage and track where your leads come from”) and the ReferralSourceManagement component scoped to the current organization. The page shows a loading skeleton while the organization context resolves.

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • An organization context must be selected; the page shows a loading state or a “No organization selected” message until it resolves.

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Steps

1

Open Referral Sources

Navigate to /ce/referral-sources from the CE sidebar.
2

Review existing sources

The page lists all referral source categories configured for your organization.
3

Add, edit, or remove sources

Use the actions provided by the ReferralSourceManagement component to manage the catalog.

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Creating a referral source

The route /ce/referral-sources/new is not registered as a standalone screen in the current CE route configuration. In src/routes/ce.tsx, the path /ce/referral-sources/new is not registered. The Referral Sources list page at /ce/referral-sources has no explicit route-level permission gate and has no registered sub-route for creating new entries. Visiting /ce/referral-sources/new currently falls through to the platform’s Not Found handler. Referral source creation is managed directly on the /ce/referral-sources list page via the ReferralSourceManagement component.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/ReferralSourcesPage.tsx
  • src/cores/ce/components/ReferralSourceManagement.tsx