Page Comparison

1. Referrals panel

The panel lists all referral companies that are relevant to the current record

• The icons beside the referral companies indicate the current status of the referral
  e.g. email sent, referral successful or referral not actioned

2. Generating a referral

Clicking an entry in the referrals panel can initiate one or all of the following:

• generate a predefined email

• open a predefined webpage

• launch a specific form

After the referral has been completed, a message is displayed to confirm that the referral has been sent:

• clicking Yes

  • updates the referral status

  • logs it in the journal

3. Progressing a referral

To progress a referral, click the referral for further options

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4. Reporting - Power Reports

Referrals can be reported on using Power Reports

or via standard reporting (see section 5)

From Reports on main menu:

• Click Power Reports and select the report type of Referrals

• Select criteria to narrow down the results returned in the report

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• After clicking Run Report, use the grid functions to sort and/or group the report results

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Excel output options

• Click Print

• for the option to produce two types of report

• Both options output the report results to Microsoft Excel either as a Standard Report list or in 
  League Report style

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5. Reporting - standard reports

From Reports on main menu:

• Click MI Analysis and select Referral Reports

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• Select type of Referral Report or League Table Report (both types are exported to Excel)

• Enter the report criteria to narrow down the results

• Click Report to run the report

The example below is in Referral Report style showing all referrals for one office made in one day:

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