Accudemia: How do I update a Referral Template to automatically assign referrals to a specific staff member or person?

Accudemia: How do I update a Referral Template to automatically assign referrals to a specific staff member or person?

Introduction

Referrals in Accudemia can be automatically sent to other staff members by adding them to a "Follow up" list.  This article will explain how to update a referral template to automatically assign a new referral to a staff member or person in Accudemia.

Step-by-Step

1. Navigate to Administration > Advanced > Referral Templates on the home page.



2. Click on the title of the referral template that needs updating.



3. Select the "Follow up by:" field and type in the name of the staff member who should be receiving these referrals.



4. When finished, click the Save Changes button.

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