> ## 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.

# Referral Sources

> Manage the catalog of referral source categories used to track where leads originate.

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

## 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.

## Who it's for

Access follows your organization's role and module configuration.

## Before you start

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

## Steps

<Steps>
  <Step title="Open Referral Sources">
    Navigate to `/ce/referral-sources` from the CE sidebar.
  </Step>

  <Step title="Review existing sources">
    The page lists all referral source categories configured for your organization.
  </Step>

  <Step title="Add, edit, or remove sources">
    Use the actions provided by the `ReferralSourceManagement` component to manage the catalog.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/pages/ReferralSourcesPage.tsx
  * src/cores/ce/components/ReferralSourceManagement.tsx
</Accordion>