If the process of receiving new referrals requires you to type up people’s information into a spreadsheet or database, your systems are letting you down.
When people’s personal information needs to be manually entered into a system, you introduce the risk of human error which brings with it several data risks:
Incorrect Information - it’s easy for administrators to enter the wrong information when they’re doing a repetitive data entry task that requires them to type up or copy & paste information
Delays Delays Delays - when you rely on a team member to manually enter information into your system, you introduce a bottleneck that creates a backlog. The vulnerable people you serve end up having to wait longer than they need to, because their information has not yet been processed.
Missed Information - sadly it’s easy for paper forms and emails with forms attached to slip through the net and get missed. Unless each stage of the process is audited, you don’t even know when you’ve missed something, unless the referral is persistent and chases it up. This is a risk to your organisation’s reputation.
But in addition to all of the above, your time is too valuable to be spent copying and pasting information from one place to the next, doing tedious data entry.
There is a better way!
We’ve designed Makerble Signup Forms to take the work out of your referral process so you can simply share a link to your form and then instantly see the person’s information in your system.
👆🏼Increase referrals while 👇🏽 decreasing data entry
Design your own referral forms for each programme and even for each referral agency
Embed the Referral Form within on a page within your website or simply send people a link to the form
Automatically record:
The time and date that the referral was received
The referral agency that made the referral
The relationships between people on the form - for example when the form contains information about several members of a family
