New client referrals from one co-worker to another need to be traceable.
When a co-worker refers their existing client to a fellow co-worker there should be a way to record it in the system so we can run reports reflecting these new client referrals. Otherwise, staff can claim they never get referrals, when they actually do, but there is not a report to run & show it.
2
votes
Sabrina Monterrosa
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