Nonprofit organizations often collaborate to address the diverse needs of their participants. Tracking referrals, both internal and external, is crucial for understanding the full scope of support provided and informing future recommendations. The webinar covers the three main categories of referrals: internal referrals within an organization, incoming referrals from external parties, and outgoing referrals to other service providers.
Apricot's "My Referrals" feature enables the formalized process of sharing participant records across programs, while intake forms allow organizations to collect and manage incoming referrals from external sources. For outgoing referrals, a two-tiered approach is recommended, involving a referral partner profile and a referral form linked to the participant record. This allows organizations to document the referral history, track status updates, and initiate communication with external partners. The webinar also highlights various resources, such as the knowledge base, videos, and training options, to support organizations in implementing these referral tracking strategies within Apricot.
Tracking Internal & External Referrals with Apricot Presentation Slides
