Tracking Referrals
This article explains how you can use Sumac Case Management for Tracking incoming and outgoing referrals.
Sumac Case Management for Mental Health includes a dedicated area to record incoming and outgoing referrals. You can record the organization the client was referred by and the organization you are referring them to once the intake process is completed.
Incoming Referrals
When creating a new contact record or updating an existing contact, you can input the incoming referral information in the "Intake" tab. To record this, select "Contacts" in your Sumac console. In the contact records, select the "Intake" tab. Here you will have the option to record the incoming referrals to your organization. Specify Referral Source, Reason for Referral and Referral date.
Outgoing Referrals
In the event that after the assessment or working with a client for a while, you identified that their needs aren't able to be fulfilled by your organization, you can record that information in the "Outgoing Referral" section. You can navigate to this area by:
1. Selecting "Add to Contact" in the Contacts area, or,
2. Selecting "Outgoing Referral" in the Sumac console.
Once you are "Outgoing Referral" area, you can record the information in the "General" tab. You can record who the client was, the referral type and the referral reason. To select the the type of referral, select the Field Values to choose whether it is an external or an internal referral.
If it is an external referral, you can record the organization they are being referred to otherwise, for internal referrals, you can input the program they are being referred to. For each referral you have to create a new record. The Notes/Comments field allows you to record any additional information. Once you input all the relevant information, select "OK" to record it.
Additionally, you can run reports on the details of existing Outgoing Referrals by using the "Analyze & Report" feature.
To learn how to report on these statistics, refer to this article.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
Case Management for Health and Social Services: Overview
Sumac's Mental Health Case Management Module is built with the needs of a Mental Health organization in mind. It allows you to keep a record of clients' cases, manage workflow tasks, track program participation for the clients to report to funders, ...How do I set up Time Tracking?
Time tracking for Volunteers is part of the Basic CRM – every Sumac installation has as area called Time Dockets that allows you to keep track of time spent by volunteers, or even staff. For example, if you get a grant to provide transportation for ...Universal Import - How to create a new Universal Import Template
Sumac's Universal Import tool allows users to create their own Import Template to quickly import data from external applications. For example, If you use an external online donation collection tool (e.g. PayPal), you can download a report generated ...Tracking incoming calls to your Crisis Helpline
This article explains how you can use Sumac Case Management for Mental Health to keep track of your Mental Health Crisis Helpline. Whenever your Mental Health Crisis Helping receives calls, you may wish to track and record the activity. To record ...How does Sumac handle relationships between contacts?
In every contact record, there is a tab for tracking relationships between contacts (the "Relations" tab). This allows you to link contacts with other contacts to build a network of who knows who in your database. There are a few standard Relation ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.