Keeping track of important client information is essential for every office, especially when it comes to documenting client referrals. Adding client referral information allows for reporting and tracking what your business needs to be successful. This guide will address how client referrals are added and where client referral information goes. We have a university training video for how to classify referral sources available in Relias and a logic guide on HomeShare.
Go to Client Profile>Coordination>Contacts.
In the Client Contacts, you can filter by Status, or search by Name, by clicking on
the Filter icon .
Click +Add New Client Contact.
You will be able to Add the information and search if the referral already exists at the same time.
When adding information about your client referral, it’s important to make sure to add as much details as possible.
The information put in this section is reportable in Date Exploration 2.0.
• Referral Account – Reflects the name of a local branch or separate unit/department of a larger company such as Mission Cardiology Group.
• Referral Organization – Describe the company or brand the referral is associated with or the specialty of practice. For example, using Mission Cardiology Group in the previous example the referral organization would be Mission.
• Referral Source Type – Describe the source of the referral Client/Family, Home Health, or Digital Marketing. Using the Mission example, this would be Doctor’s Office/Medical Practice. This is critical to track our return of investment (ROI) on sales and marketing efforts.
• Referral Category – Describe the overall bucket or category the referral belongs to like Internet, Government/Insurance. Using the Mission example, this would be Field Sales. This is critical to track our return of investment (ROI) on sales and marketing efforts.
Data Exploration 2.0 is a great way to see from where most of your sources come.
HWCG has the report built in under Agency > Client Referrals Dashboard.
Below is a view of the Dashboard.
Comments
0 comments
Article is closed for comments.