Build your beneficiary referral tracker.
Keep referral consent, receiving-team acceptance and administrative follow-up connected.
How to build your beneficiary referral tracker
Describe the job
Keep referral consent, receiving-team acceptance and administrative follow-up connected.
Review the first version
Choose how the referral coordinator records the anonymous referral and how the receiving service coordinator reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A beneficiary referral tracker example
A referral is sent but the receiving organisation has not accepted responsibility.
Beneficiary referral tracker example
- Record
- Beneficiary referral tracker · 01
- Owner
- Referral coordinator
Current stage · Referral coordinator
Open the anonymous referral
A referral is sent but the receiving organisation has not accepted responsibility.
Read the full walkthrough
Open the anonymous referral
A referral is sent but the receiving organisation has not accepted responsibility.
- Record:
- Beneficiary referral tracker · 01
- Owner:
- Referral coordinator
Review the follow-up
Keep the transfer outstanding and record the follow-up owner.
- Stage:
- Awaiting receiving service coordinator review
- Owner:
- Receiving service coordinator
Leave the transfer outstanding
Leave the transfer outstanding until the receiving organization accepts responsibility.
- Next action:
- Leave the transfer outstanding until the receiving organization accepts responsibility.
- Owner:
- Programme administrator
What to include in your beneficiary referral tracker
Keep the anonymous referral in context
Keep anonymous referral, service category, consent reference, receiving owner, acceptance and follow-up together so the next person can understand the request or record.
When the next step needs a decision
A referral is sent but the receiving organisation has not accepted responsibility. Keep the transfer outstanding and record the follow-up owner.
Keep follow-up visible
Leave the transfer outstanding until the receiving organization accepts responsibility.
Choose what each person needs
Give the referral coordinator a working view and the receiving service coordinator a review view. Keep anonymous referral and service category attached to the decision as the work moves between them.
Questions about beneficiary referral tracker
Start with anonymous referral, service category, consent reference, receiving owner, acceptance and follow-up. Describe who enters the information and who reviews the next step.