Each Community Partner is responsible for maintaining their incoming referrals. We've come up with a few helpful tips to stay on top of all incoming referrals.
- Add Healthify's login page to your bookmarks so you can access Clients and Referrals easily:
Check Incoming Referrals Consistently
We recommend reviewing incoming referrals to your organization within 24 hours.
- You will receive emails from firstname.lastname@example.org every time a referral is made to your organization. You can also view referrals made in real time to your organization on the Referrals tab by selecting Incoming.
- Filter Referrals by statuses using the Status tab.
- Tip: Set a daily reminder on your calendar to review incoming referrals every day.
Review & Assign Referrals for Completion
- Update the status of a referral and assign to correct team member. Email notifications will be sent to those involved any time a status is changed or team member is assigned.