Difference between revisions of "Referral Sources"
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* In the KPI Report Designer as a filter (for example, the Number of Referrals By Referral Source report) | * In the KPI Report Designer as a filter (for example, the Number of Referrals By Referral Source report) | ||
| − | * | + | * In the KPI Report Designer on the detailed results for some reports (again, the Number of Referrals By Referral Source report shows it) |
| + | * In the "Add Referral-linked Records" section of the Blue Folder Lookup screen; displayed as a column within the "Extra Referral Data" item | ||
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| + | |||
| + | ---- | ||
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| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:23, 1 May 2015 (BST) | ||
Revision as of 15:23, 1 May 2015
Location in standard build: Administration > Drop-Down Lists > Referral Sources
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.)
Setting up Referral Sources
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.
You can now enter the following information:
- Name of the Referral Source
- Notes (for information on this screen only; these notes are not output on any report)
- Display Order
- 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.
Examples of use
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.
Reporting Outputs
Data entered against the list of Referral Sources (the "where did the client hear about us" box on the Record a Contact screen) is available:
- In the KPI Report Designer as a filter (for example, the Number of Referrals By Referral Source report)
- In the KPI Report Designer on the detailed results for some reports (again, the Number of Referrals By Referral Source report shows it)
- In the "Add Referral-linked Records" section of the Blue Folder Lookup screen; displayed as a column within the "Extra Referral Data" item
Rob Kay - manual author (talk) 16:23, 1 May 2015 (BST)
