Forward a referral – launch 24th June, 2020

Forward a referral – launch 24th June, 2020

Following on from our recent self-referral development, and in keeping with our ongoing commitment to support our Advice Agency clients through these challenging times, we at Refernet have re-introduced another free upgrade – the ‘Forward a Referral’ function.
 
This will now make it much easier to pass a referral across to another agency within your system, without having to re-key the information. The audit trail record will record why the referral is being forwarded on – and save valuable time by managing referrals this way.
 
We will be updating the knowledge base shortly, to include more details on this new feature.

 

Self referral to help reduce the pressure on Advice services.

Self referral to help reduce the pressure on Advice services.

Refernet’s new free self referral portal is now live.

Advice agencies who have Refernet can add a suitable link to their own websites, allowing the public to ‘Self Refer’ securely into their Refernet system, helping to reduce telephone traffic during this difficult time.

The customer is invited to ‘Self Refer’ on the Advice agencies website, and clicks a link to add their details and the nature of their issue(s) in the secure portal. The Refernet user assigned to manage these referrals is emailed that a referral has arrived, so they can log in and manage it. The system allows reporting of activity and progress.

Citizens Advice Lancashire have already started using this new service.

Citizens Advice Lancashire

 

A faster way to refer

A faster way to refer

Refernet has a new, quicker method for referral. The new ‘Make a referral’ tab gives immediate access to your favourites, or to the list of all Agencies in the system.

If your system administrator has set a ‘default’ agency, this appears at the top of the drop down navigation.

The existing ‘Search’ navigation remains as before, for those who want to continue with no change. This does continue to provide the most effective way to find the right Agency by searching for things like types of help; debt or counselling for example. See our Knowledge base for more info

Citizens Advice Conference 2019

Citizens Advice Conference 2019

We are delighted to announce that the winner of our prize draw for a bottle of champagne at the Citizens Advice Conference 2019 is Sam Scotchbrook. We would like to thank Helen Waddington, Head of Casework at Perennial for drawing the winning card.

This year’s conference was busier than ever for us at our stand. We had lots of existing customers visiting, and considerable interest from potential users as well.

New pricing structure

New pricing structure

New low pricing structure makes Refernet more inclusive!

 
The Refernet team have spent the last 6 months evaluating the way the system is priced, including discussions with new and existing customers to gain their input. 
 
Great care has been put into the fairness of charges, and Refernet now calculates the annual service charge by using the following criteria: Agencies in the system, Referral activity, Population served, and Annual Turnover (as published at Companies House). 
 
Refernet is pleased to announce it is now considerably cheaper for the smaller organisations, whilst ensuring that its larger clients continue to enjoy great value for money from its service. Indeed, you might be surprised to learn your advice network could have Refernet from as little as £850+VAT per annum!
 
Obviously there are some clients who have business models which are unique. If so, please call us to discuss your bespoke pricing requirements. 
 
Refernet is a proven system –  improving referral management, referral accountability, and referral security – it is proven to pay for itself! 
Send email notifications with notes.

Send email notifications with notes.

New Refernet update just released, includes email notifications for Notes.

When you add a note to a referral, you can now automatically notify the other party(s) involved in the referral. This is great to keep them informed, or perhaps to prompt them for an update.

Add your note and you will now see that the users who are involved in the referral can be individually selected to receive an automatic notification of your new note. The email they receive only contains the referral ID, for security and asks them to login to Refernet for an update.