Summary
This article describes how to use the Referrals feature in TrackMaster. Referrals can be used to track hand-offs from one team to another or when a person receiving a service is referred to another team. This helps ensure that someone always follows up with the person receiving the service.
Steps
Referring a Person to Another Team
- Go to Engagement -> Referrals.
- Click +Add New Item.
- Enter the purpose for this referral (a single sentence is best), and the client/customer/member you are referring.
- Select your team under Referred By.
- For internal referrals within the same center or institute, select the appropriate team under Referred To.
- For external referrals outside the center or institute, select the specific person under External Referral To.
- Enter any notes as needed, and click Save.
- For internal referrals, the receiving team, including the team lead, will receive an email notification. No notification is sent for external referrals.
Assigning a Referral
- Once a Referral is created, the receiving team can manually assign it to a specific team member for follow up.
- Click the link in the email notification, or go to the Referrals list and find the referral.
- Click on the referral and select the team member who will follow up under the Assignee field.
- Click Save.
- The assignee will receive an email notification.
Working On and Closing a Referral
- If the referral involves multiple communications before a service is rendered, you can use the Notes or Comments to log any notes or copy & paste emails.
- Use the Status field as appropriate. You can also drag & drop the referral entry to change its status.
- Once the referral is completed, as determined by each team's process, change the Status field to Completed or drag & drop the item to the Completed bucket.
Reviewing Your Own Referrals
- To review any referrals assigned to you, use the Assigned to Me view.
Notes
Resources
About the Author
 |
Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan's Eisenberg Family Depression Center. Gabriel has over a decade of experience with automation, data analytics, database architecture, dashboard design, software development, and technical writing. He supports U-M researchers with data cleaning, data pipelines, automation and enterprise architecture for wearables and other mobile technologies.
| | |
|