In this article
The Referral Setup page allows you to configure your agencies Default Reasons and create lists for Referral Reason and Referral Outcome. You also have the option to create a drop-down user defined field.
It’s important that before setting your agencies Default reasons that you populate the Referral Reason and Referral Outcome lists (see red box in image below).
To setup Referrals in Penelope you will need to be logged in with a System Administrator account.
Setting Default Reason
1. In the System Setup section select Referral.
2. Click Edit.
3. Select the Default Reason for Inbound, Outbound (External) and Outbound (Internal) as required.
4.Click Save.
Adding a Referral Reason/Outcome Value
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to Referral Reason/Outcome.
3. Click Add.
4. Enter a Value.
5. Select a Class.
6. Click Save.
7. Repeat Steps 3-6 as required.
Deactivate a Referral Reason/Outcome
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to Referral Reason/Outcome.
3. In the Active Values section click the minus (-) icon next to the Referral Reason/Outcome you want to deactivate.
The Referral Reason/Outcome will either be deleted or moved to Inactive Values depending on whether it is in use on a Referral.
Activate an existing Referral Reason/Outcome
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to Referral Reason/Outcome.
3. In the Inactive Values section click the plus (+) icon next to the Referral Reason/Outcome you want to activate.
The Referral Reason/Outcome will move to Active Values.
Changing the User Defined Field Label
To update the User Defined label and mark the field as In Use/Required followed the instructions below. For the User Defined field to appear when adding/editing a Referral the In Use field must be checked.
1. In the System Setup section select Referral.
2. In the Field Setup section click Referral Entry Drop-Down (or the User Defined
field label if it has been changed from the default).
3. Update the Label.
4. Check In Use (if required).
5. Check Required (if required).
6. Click Save.
Adding a User Defined Drop-Down Value
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to Referral Entry Drop-Down (or the User Defined field label if it has been changed from the default).
3. Click Add.
4. Enter a Value.
5. Click Save.
6. Repeat Steps 3-6 as required.
Deactivate a User Defined Drop-Down Value
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to User Defined field label.
3. In the Active Values section click the minus (-) icon next to the User Defined value you want to deactivate.
The User Defined value will be moved to Inactive Values if it is currently in use. If it is not in use the value will be deleted.
Activate a User Defined Drop-Down Value
1. In the System Setup section select Referral.
2. In the Field Setup section click Drop Down next to the User Defined field label.
3. In the Inactive Values section click the plus (+) icon next to the User Defined value you want to activate.
The User Defined value will move to Active Values.