Referral Follow Up

Overview

The referral follow up is an important process to ensure the conversion of participants that are eligible for your services. From within the Referral Register click on an entry that you would like record any follow up. You can also assign the referral to a participant and create a participants profile from a referral submission!

Menu Options

By clicking into an incident reported you will see the incident follow up screen as seen above. Within this screen you can update the status of the follow up, check the activity log, assign a involved person, and add any additional follow up within the 'edit' option.

Status Update

To update the status of a Referral select the 'Update Status' option;

The first update will update the status of the submitted referral to under review.

Once the referral has been accepted click the status again and it will reflect the change.

Assigning to an Existing Participant

To assign this form to an existing participant from this referral form select the actions button and select 'assign existing participant' from the dropdown menu.

This will add this form to the participants form menu as seen below.

Creating a Participant

To create a participant from this referral form select the actions button and select 'create participant' from the dropdown menu,

Recording Referral Follow Up Information

To assign a referral to a user and/or record any follow up detail that has occurred click the 'edit' button. In doing this you will see a pop up window as seen in the screenshot below. When you assign a referral to a user they will get a notification letting them know that this has happened.