Creating a Referral Form

To create a Referral Template

  1. Go to Administration Advanced> Referral Template
  2. Click over Create New.
  3. Type a name for this Referral Template.
  4. Type and select the user who will be followed up this by default.
  5. Type and select the users who will receive this by default.
  6. Accudemia provides you a sample questionnaire as Referral Template. Customize it to your need.

Then Create a Referral To create a referral go to Class Attendance> Referrals

  1. Click over Create New.
  2. Select the Referral Template .
  3. Type and select the instructor.
  4. Type and select the Class.
  5. Type and select the Student
  6. Type and select the user who is going to follow up by
  7. Select date to follow up on the referral.
  8. Type comments about why the user is receiving this referral.
  9. Select if student receives the referral.
  10. Type and select the user who is going to be attached to this referral
  11. Complete the Referral Questionnaire.
  12. Click over Save Changes.

Follow up by can be saved in blank and then be edited using the Edit button .