Difference between revisions of "Referral Sources"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Referral Sources'''''
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[[File:referral_source1.JPG|400px|alt="a screenshot of the referral source button highlighted in the admin menu."]]
  
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[[File:RS_1.png]]
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Referral Sources are 'How did you hear about us' and are used on new referrals/cases.  To use Referral Sources they need to be set up and each project that requires them needs to have them switched on, see [[Project_Set_Up#Record_a_Contact_tab| Project Set Up]] for details.
  
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To create a new Referral Source click on the 'Create New Source' button or click on the name of an existing source to edit it.
  
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The list of Referral Sources appears (if the Project is set up to use it) when a user records the first Action for a client - that is, the start of the referral. The field which appears to the user is labelled "Where did the client hear about us?" (or, if you're recording an action against a different org/person Type, "where did the volunteer hear about us" etc.)
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Complete/edit enter the following information:
  
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[[File:RS_2.png]]
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[[File:referral_source2.JPG|700px|alt="a screenshot of the referral source button highlighted in the admin menu."]]
  
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* '''Name of the Referral Source''' - The How did you hear about us label, which is displayed to the user and on reports.
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* '''Notes''' - For information on this screen only; these notes are not output on any report.
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* '''[[Display Order]]''' - The order they are displayed in the drop down list.
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* '''Active?''' - Whether this option in the Referral Sources list is available for users of the system or not.
  
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__TOC__
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Click "Save Details" when you have entered the data.
  
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==Setting up Referral Sources==
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[[File:helpheader_small.png|right]]
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Click on the menu item to see the Referral Sources currently set up on the system, if there are any. Click on "Create New Source" to create one, or click on the name of an existing one to edit it.
 
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==Examples of use==
 
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Referral Sources are entered at the very start of a referral, and cannot be easily changed afterwards. For this reason they are usually used for assessing marketing campaigns etc - perhaps with options of "leaflet", "event", "social media" and so on. You can then report on the sources of referrals and perhaps compare them with the type of work that was eventually done, perhaps captured with classification codes, in order to see if certain referral pathways result in a particular type of support being provided.
 

Latest revision as of 14:18, 24 October 2024

Helpheader small.png

"a screenshot of the referral source button highlighted in the admin menu."

Referral Sources are 'How did you hear about us' and are used on new referrals/cases. To use Referral Sources they need to be set up and each project that requires them needs to have them switched on, see Project Set Up for details.

To create a new Referral Source click on the 'Create New Source' button or click on the name of an existing source to edit it.

Complete/edit enter the following information:

"a screenshot of the referral source button highlighted in the admin menu."

  • Name of the Referral Source - The How did you hear about us label, which is displayed to the user and on reports.
  • Notes - For information on this screen only; these notes are not output on any report.
  • Display Order - The order they are displayed in the drop down list.
  • Active? - Whether this option in the Referral Sources list is available for users of the system or not.

Click "Save Details" when you have entered the data.

Helpheader small.png
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