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 referral reported you will see the referral follow up screen as seen above. Within this screen you can update the status of the follow up, create a participant profile or assign the referral submission to an existing participant, 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.

You will then be prompted to select if you are accepting or declining a referral if you click 'Update Status again.

Once the referral has been accepted click the status again and you will be able to complete the referral.

You can at any time once a referral is marked as complete, edit the status as seen below.

Creating a Participant Profile and Assigning a referral form submission to a participants profile

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

You can also add this submission to a participants profile form the same. This will add this form to the participants form menu as seen below.

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.