01.10.22 - Flexible Referral Fields

Sometimes, Customers need a way to define and record custom fields on referrals, such as billing codes and internal statuses for reporting purposes. Introducing, Flexible Referral Fields.

Working with your Customer Success Manager, you can define distinct Flexible Referral Fields that should be entered at the time of referral, and can be viewed in reporting.

Once these are built, logged in Site Workers can make selections from the Connect Form when creating a referral. After the referral is made, the field selections then are only visible in reporting. You can then view these selections in Analytics and report on these fields to show impact.

This is the first release of this feature and plan to make updates in the future.




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