1 | Add a Client Type called - 'New Referral'.
Find out how to add a Client Type here > Adding a Client Type
2 | Add a Zone/Area called - 'New Referral'.
Find out how to do this here > Administration Overview
3 | Add the Referral/Client into Webcare, with the Client Type and Zone/Area entries selected as 'New Referral'.
Find out how to Add a new Client here > Adding a new Client
4 | Create a new Client Security Group for the New Referrals. This will ensure selected staff cannot see a referral in the Client list.
Find out how to do this here > Client Security Groups