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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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

No explicit permission gate on this route.

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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.

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