We are excited to introduce a powerful new feature that enhances how risk is captured and reported within the referral process.
As referrals in social prescribing become increasingly complex, it's important to support teams in identifying and managing potential risks. In response to customer feedback, we’ve added the ability to enable a reportable risk dropdown within the referral form.
Key Highlights:
Optional Activation: Projects can now choose to switch on a risk dropdown field in the referral form.
Replaces Free Text: When enabled, this dropdown replaces the previous free-text risk field, ensuring more structured and consistent data collection.
Mandatory Selection: The dropdown can be configured as a mandatory field, requiring referral agents to explicitly select either "Risk" or "No Risk" before submitting a referral.
Customisable Options: Organisations can define their own risk categories, allowing the dropdown to reflect local policies or specific risk indicators.
Enhanced Reporting: Users can now also report on these risks across multiple reports within the platform, including the Activity Report and the Case Management Report.
This enhancement helps ensure that risk is clearly recorded, easily reviewed, and effectively reported as part of the referral process.
Setup Instructions
Step 1: Enable Risk Enhancements
Contact Technical Support: Reach out to technical support to enable the Risk Enhancements feature for your project.
Step 2: Configure Risk Dropdown
Customise Risk Options: Work with technical support to define the list of risk categories that will appear in the dropdown. These can reflect local policies or specific risk indicators.
Set Mandatory Option (Optional): Choose whether the risk dropdown should be mandatory. If enabled, referral agents must select either "Risk" or "No Risk" before submitting a referral.
📌Note: Enabling this feature will replace the existing free-text/quick-select risk field in the referral form. Previously captured risks will still appear in the client’s case details.
Using Risk Enhancements
For Referral Agents:
Access Referral Form: Navigate to the referral form when creating a new referral.
Select Risk(s): Use the new dropdown to select one or more applicable risks. If no risks are identified, select "No Risk".
Mandatory Completion: If configured as mandatory, the referral cannot be submitted until a risk selection is made.
Submit Referral: Once submitted, the selected risks will automatically carry over to the client’s case details.
For Reporting Users:
Access Reports: Navigate to the Activity Report or Case Management Report.
View Risk Data: Risk selections made during referrals will now be available for reporting, enabling better visibility and analysis of client risk trends.