Record contact details of key stakeholder organisations including key staff information. Link contact records to incoming and outgoing referral records for your clients. Record contact sessions and discussions held with stakeholders and generate reports of all joint activities held. Contact details of organisations can be exported to facilitate various methods of communication, including email distribution lists and mail outs.
Note: Some modules require this module to meet their referral reporting requirements to funding bodies.
- Log meetings and notes details, including time spent with external stakeholders
- Record multiple contact details including role information against the stakeholder organisation
- Link incoming and outgoing referral records to stakeholders and generate referrals received report for each organisation