Issue
How do I credit a referral source in CRM?
Environment
Kipu CRM, Roles: Super User, Combined Admissions, Admissions Worker, Admissions and VOB worker with Reports
Resolution
A new option has been introduced in the CRM that allows users to credit referral sources directly when adding a treatment opportunity. This feature provides a streamlined way to track and attribute referrals accurately.
To credit a referral source, users can follow these steps:
- Navigate to the desired patient record from your CRM dashboard.
CRM > Admission Management > Prospect/Patient Records. - Click on the desired patient, Click on the patient's name to navigate to the patient's record in CRM.
- Once you navigate to the patient record, scroll down to the Treatment Opportunity. Click on Add a Treatment Opportunity or choose an opportunity to update the referral source, if applicable.
- On the next screen, scroll down to the Referred-Through section and, under the "Referred-Through" tab, select Organization/Person instead of Facility. This selection will enable you to search for and add the appropriate referral source.
- Click Save Changes.