Difference between revisions of "Referral Reasons"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Referral Reasons'''''
 
  
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[[File:RR_1.png]]
  
  
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The Referral Reasons drop-down list appears on the Record a Contact screen when a user records the first Action (i.e. the start of the Referral).
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Referral reasons are a way of specifying why someone has been referred to you or what service a person originally requires.  Usually this can be considered as the presented issue(s). Referral reasons can be made available to all projects or selected projects. They also need to be setup up on the projects itself, specifying if you wish to record one or multiple reasons.  For help on the project set up see [[Project Set Up#Record a Contact tab| Project Set Up]]
  
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[[File:RR_2.png|border]]
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To create a new reason click on the 'Create New Reason' button or click on the name of an existing reason to edit it.
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==Setting up Referral Reasons==
 
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Click the menu item to view the list of Referral Reasons set up on your system, if there are any. Click on "Create New Reason" to create a new one (or click on the name of an existing one to edit it).
 
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[[File:RR_3.png|border]]
 
  
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[[File:referral_reasons.png]]
  
 
You can now enter the following information:
 
You can now enter the following information:
  
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* Referral Reason Name
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[[File:ref_reasons.png]]
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* [[Display Order]]
 
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* Active? - whether the Referral Reason is available on the system or not
 
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* Project - which Projects this Referral Reason will be available in
 
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[[File:RR_4.png|border]]
 
  
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* '''Referral Reason Name''' - Displayed to the user and on reports.
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* '''[[Display Order]]''' - The order this option is displayed in the dropdown list.
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* '''Active?''' - whether the Referral Reason is available on the system or not.
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* '''Project''' - which Projects this Referral Reason will be available to.  Click all projects or select the individual project you want to use the reason with.
  
 
Click "Save Details" at the bottom of the page when you have entered the information.
 
Click "Save Details" at the bottom of the page when you have entered the information.
  
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==Different Reasons in different Projects==
 
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When you create Referral Reasons you can specify the Project(s) they are to be available to. This means that although there is only one overall list of Referral Reasons, you can create the list so that different Reasons show depending on the Project that the action is being recorded for. For example -  
 
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* If the user records an Action in the "Help For All" project, they will be able to choose a Referral Reason from "Compliment", "Complaint" or "General Feedback";
 
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* If the user records an Action in the "Domiciliary Care" project, the will be able to choose a Referral Reason from "Home From Hospital", "Escalated Needs", "New To Area", or "Other".
 
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==Enabling Referral Reasons in Projects==
 
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As well as creating the overall list of Referral Reasons, they need to be enabled for the Projects they are to be used in. For the list shown above, to enable them in the Domiciliary Care project;
 
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Click on '''''Administration > Projects and Referral Entries > Project Set Up''''';
 
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[[File:RR_7.png|border]]
 
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Then click on the name of the Project you want to enable the Referral Reasons for.
 
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Click the "Project Settings" tab.
 
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[[File:RR_9.png|border]]
 
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On this tab there are three fields which relate to Referral Reasons:
 
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* Allow entry of Referral Reasons? - whether the "Referral Reason" box is shown when the user records the first Action
 
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* Allow multiple Referral Reasons? - if the field above is set to "Yes", then whether the user is allowed to select more than one Reason for a single Referral
 
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* Force entry of Referral Reasons? - if set to "Yes", the user will not be allowed to save the details of their Action until they have selected a Referral Reason
 
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Once you have set these fields, click the "Save Details" button at the bottom of the page.
 
  
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Latest revision as of 16:27, 22 February 2023

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Referral reasons are a way of specifying why someone has been referred to you or what service a person originally requires. Usually this can be considered as the presented issue(s). Referral reasons can be made available to all projects or selected projects. They also need to be setup up on the projects itself, specifying if you wish to record one or multiple reasons. For help on the project set up see Project Set Up

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

Referral reasons.png

You can now enter the following information:

Ref reasons.png

  • Referral Reason Name - Displayed to the user and on reports.
  • Display Order - The order this option is displayed in the dropdown list.
  • Active? - whether the Referral Reason is available on the system or not.
  • Project - which Projects this Referral Reason will be available to. Click all projects or select the individual project you want to use the reason with.

Click "Save Details" at the bottom of the page when you have entered the information.

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