Referral Sources

Referrals represent how people first heard about your company. Adding the Referral Source for your participants allows you to run robust Management Reports to track the success of your business. You can use Management Reports to evaluate your referrals in many ways:

• track how many referrals you receive from each source
• see how much revenue is generated by your company from each referral source
• analyze how quickly your referred participants become active to determine which sources are providing the best referrals for your company  

Referral sources can be tracked for Employers and Participants, if desired.

Adding Referrals

To add a Referral to an Employer or Participant, select the appropriate person in the module, and then click on the Referral tool under the Documentation drop down on the ribbon. Click Add on the tool bar to add a referral.

Select the date, category, and organization and/or individual who referred this person to you company.

You may also optionally add an office staff person to be credited with this referral, and add any other notes. Click Save to finish adding the referral.