ReferAll offers a 360˚approach for everyone involved in delivering health and wellbeing services, with tools to suit every need your physical activity service might have. But are you getting the most out of ReferAll’s functionality? We’ve noticed a few things ReferAll offers that customers aren’t always taking advantage of … and really should be.
#1 Text questionnaire links
Data collection is always tough. Getting clients to complete the pre- and post-programme questionnaires that you need to report on is even tougher! By sending a questionnaire link via text, your chances of people completing it before their appointment goes up three-fold.
It’s simple to do, and saves you hours in admin time spent chasing clients to return their questionnaires. You can configure your text message campaigns to send a questionnaire link with their booking reminder text, and you can also text a questionnaire link to a client from the referral record.
To find out exactly how to set up text questionnaire links, get in touch with our support team.
#2 Automated reminder texts
You can also make use of our text functionality to send automated reminders with links to things like ongoing questionnaires you need clients to complete before an appointment, or end of programme feedback. Rather than having to go through the questions with them when they arrive, send a text reminder with a link and save precious time during their consultation. As an added bonus, it will serve as a reminder for their appointment.
Getting answers back in advance will also allow you to get up to date with their needs before you meet, plus it can remove any chance of bias – we find clients often skew their answers to be better than reality when advisors go through questionnaires in person.
Automated texts are also a time-saving option for welcoming new referrals and nudging them to get in touch to book their initial appointment, as well as for appointment confirmations, class cancellations and as motivation for attending sessions.
#3 Setting up your workflows
In a busy service, working out exactly what should happen and when can be a difficult and time-consuming task. But if you can dedicate time to formulating your workflow, it’s so worthwhile. A well thought-out task management workflow, set up in ReferAll, will help keep your team consistently delivering the same high-level of service to every client.
A workflow is just the set of activities and tasks that must be completed to successfully deliver a service. ReferAll's task manager will automatically remind your staff when referrals need the next action in your workflow. You can even set up task event triggers that will ensure follow-ups with referrals aren’t missed.
At ReferAll, we’ve done this hundreds of times before and we know what gets better results, so if you want our help to build a set of tasks in a workflow that we know works well, get in touch.
#4 Use our List Referrals function
Our List Referrals tool allows you to list all of your referrals according to any of the additional filters available, for example their referral origin or referrer. It’s the perfect tool to find out, for example, how many questionnaires have been completed or more importantly NOT completed and need to be followed up.
You can use these filters to really drill down into your referrals data and inform the future of your provision.
#5 Utilising our LMS integrations
Did you know ReferAll is unique in that we now integrate with the top four Leisure Management Systems (LMSs) within the industry? We’ve got integrations in place with xn leisure, Gladstone, Legend and Perfect Gym.
These integrations, which are free to set up if you use one of our partners LMSs, can lead to a huge reduction in admin time and manual errors. Integration means you can track exercise referral and wellbeing clients from the very start of their journey with you, leading to better data and ultimately better reporting.
#6 Reports rather than exports
ReferAll's built in Process Reports make it easy to find all your summary statistics; and analyse them. They’re an all-in-one solution for your key performance indicators. If you’ve previously worked on spreadsheets, it can be tempting to export data, but this often requires complex analysis.
Our Outcome reports make it simple to analyse complex referral statistics and questionnaire data at key intervention points, and allow you to quickly demonstrate the impact your service is having on your participants, without wading through spreadsheets for hours. High level data is built right-in to the reports to make delivering feedback as simple as possible.
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