To create a Referral Template
Go to Administration Advanced> Referral Template
Click over Create New.
Type a name for this Referral Template.
Type and select the user who will be followed up this by default.
Type and select the users who will receive this by default.
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
Click over Create New.
Select the Referral Template .
Type and select the instructor.
Type and select the Class.
Type and select the Student
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Select date to follow up on the referral.
Type comments about why the user is receiving this referral.
Select if student receives the referral.
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Complete the Referral Questionnaire.
Click over Save Changes.
Follow up by can be saved in blank and then be edited using the Edit button .