Managing Referrals

Viewing Referrals

When referrals are enabled at your facility, the Dashboard> Members page will include a Referrals Tab.

On the Referrals tab, Admins and Super Admins can view:

• A list of all the referrals that have been made at your facility
• The referral status and associated timestamp
• Where the referral was sent to (email address or phone number)

You can click on an item in the list to view additional details:

Search the list for a specific referral

Filter the list by the referral status

Deleting Referrals

There are two different ways to delete a pending referral:

• The dropdown menu on the list item
• Selecting an item on the list to open the additional details, which includes a button to Delete Referral

Referrals Reporting

For Super Admins and those with the View Analytics permission, a Referrals Report is available via Dashboard> Reports.

Select Referral Report> Generate Report.

The report will include all of the referrals data at the facility.

Once the report generates, download the CSV via the drop down menu.

For those with Export User Data permission, the User Data Export will indicate if a user is a referral via the following fields:

• Referred By
• Referred On
• Referral Reason