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Referral Resources

The Referral Sources section allows administrators to define and manage the origins or channels through which clients, residents, or users are referred to the organization or system. Properly managing referral sources ensures accurate tracking, reporting, and analysis of marketing, outreach, and engagement efforts.

When adding or editing a Referral Sources, you typically fill out the following fields:

  • Name – Identifies the specific referral source (e.g., Online Advertisement, Friend Referral). This is used across all relevant modules for selection, reporting, and analytics.

  • Description – Provides a detailed explanation of the referral source, including context or purpose, to ensure proper usage and understanding.

  • Comments – Allows additional notes or internal instructions related to the referral source, improving clarity and communication among users and administrators.

  • Save Referral Source – Finalizes and records the new or updated referral source, making it available system-wide for use in intake, registration, and reporting processes.

Please find attached the video for the Referral Sources.

Follow these Steps to navigate and use Referral Sources:

1. Click "Administrative Task"

  2. Click "Referral Sources"

  3. Click new "Referral Source"

  4. Enter the desired “Referral Source” Name

  5. Add a Description if desired

  6. Add a Comment if desired

   7. Click "Save Referral Source"

Follow these Steps to navigate and use Referral Sources: Referral Sources.pdf

✅ Tips for Referral Sources:

  • Use clear and descriptive names
    Assign names that clearly identify each referral source (e.g., Online Advertisement, Friend Referral, Social Media Campaign) to avoid confusion and ensure accurate tracking.

  • Provide meaningful descriptions
    Include context or details about the referral source to help users and administrators understand its purpose and origin.

  • Leverage the Comments field
    Use comments to add internal notes, special instructions, historical performance, or other relevant observations.

  • Maintain consistency
    Follow a standard naming and description format across all referral sources to improve reporting, analytics, and workflow integration.

  • Validate before saving
    Ensure all required fields are completed and that names are unique before saving to maintain data integrity.

  • Review periodically
    Regularly update referral sources to reflect new campaigns, channels, or changes in outreach strategy.

  • Integrate with workflows
    Make sure referral sources are correctly linked to intake forms, registration modules, and reporting tools for accurate data collection.

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