Adding a referral
From the "Referrals / Observations" page, select "Add a new referral". The add referrals page contains the following sections:
Referral Details
The referral details section contains the following fields:
- Patron
- A drop-down list containing a list of patrons.
- Received
- The date the referral is received.
- Completed by
- The name of the person completing the referral.
- Site
- The site where the referral originates for the patron.
Referrer's Details
The referrer's details section contains the following fields:
- Referred by
- The name of the person that made the referral.
- Relationship
- The relationship of the referrer to the patron.
- Phone
- The phone number for the referrer.
- The email address for the referrer.
Assessment Details
The assessment details section contains the following fields:
- Type
- A drop-down list containing the types of assessments that were set up in the configuration section.
- Assessment Needed
- A checkbox to indicate whether an assessment is needed. If this box is checked, assessment details for this referral will be able to be provided from the edit referral page.
Evaluation Details
The evaluation details section contains the following fields:
- Contact
- The name of the person that will perform the evaluation.
- Phone
- The phone number for the evaluator.
- The email address for the evaluator.