The Referral Activity Dashboard shows trends in referrals made by you and other members of your group(s). On this dashboard, you can see see referral status updates and which programs are receiving those referrals. Using filters, you can understand referral trends across a variety of factors (program, geography, and time).
You can use this dashboard to understand:
- General referral trends in terms of volume, status updates and geography
- Which programs are referred to most frequently and if they are claimed
- Trends in referral status updates on your site(s)
In doing so, you can use that data to gain insight into referral activity that can be used to assess outcomes and target community engagement efforts.
For the best results, you'll want to use a combination of some or all of the following filters:
- Site
- Category
- Group
- Date Range
- Aggregation
Overall Referral Trends
You can use this view to:
- Understand referral trends by you and members of your group(s)
- Understand referrals by top-level service category
- Identify where referrals are taking place
- Identify most referred-to programs by location or top level service category
Referral Status Updates
You can better understand the current outcomes of those referrals using this view to breakdown:
- Referral statuses by geography
- Referral statuses by top-level service category
- Referral statuses overtime