How do I add Organizations (Referral Sources)

Setting Up Referral Sources

Revision 1.0

Getting Started

There are two ways a referral source can be captured in imPowr:

1. The client, their family member, or their case manager reaches out to an organization via paper, phone, email, or other direct contact – the referral identifies the source of the referral
2. The client, their family member, or their case manager submits a web request and enters in the source of the referral

This document will focus on the workflow for case #1, where the process starts with direct contact with the Intake Staff.

Case #2, the web request process, is very similar except it starts with the client or their advocate entering their own information via a public facing web portal. That will be described in a separate document.

Overview of Steps Needed to Capture a Referral Source

When a referral starts with direct contact, the Intake Staff will perform these steps:

• Step 1: Click “New Client Intake” and following the steps to create a new client account (instructions provided in a separate document)
• Step 2: Enter the source of the referral into the “New Client Intake” form Marketing Panel
• Step 3: Complete the New Client Intake process
• Optional Step 4: Set up the source of the referral as an Organization in imPowr, so it can be made selectable as part of a future Intake process

The following pages show the details of how to perform Step 4 only.

Details for Setting Up a Referral Source as an Organization