Primary User
Overview
When you login to Refernet as a Primary User you’ll see a page which shows you an overview of your agency. You’ll be able to see a lot of data at a quick glance.
Your IP and last login
This is a low-level security measure design to show you the IP address that you are using to connect to the internet and your Refernet system. You can double check that the IP address is correct by asking your IT Manager if this is a legitimate IP address you are calling from within your network. We also show you the last time you logged into your Refernet system – this serves as a way to see if anyone else has been accessing your system without your knowledge.
Search bar
The search bar is a flexible tool that you can use to find agencies and referrals. You just need to start typing the first few letters of an agency name or location and Refernet will return your results.
Your agency stats – bar graphs
We should you in a visual form how many referrals your agency has: opened, accepted and updated over a rolling 2 week period. You’ll be able to see the correlation of when your busy periods are and the ebb and flow of your general throughput. These bar charts are counted each day and displayed on a rolling 2 week basis. You can rollover the bar to see the total referrals on that day. You can toggle between all the referrals in your agency, or view only the referrals you have an interest in (we define an ‘interest’ if your user ID is the author or recipient in a referral).
Referral lists
On your homepage we list your agency’s opened, accepted and closed referrals. As you are part of an agency and a Primary User you can view your agencies referrals by clicking the ‘View’ button to the right of the referral lists.
Referral updates
An update is counted as a referral that has your ID or a user ID of a user from your agency associated with it and has had an action (eg: note added, accepted etc) completed against it. This can include sent, received and forwarded referrals.
Open referrals
Refernet classes open referrals as a referral that has been opened by you or a user in your agency, but has not been accepted and is awaiting a response from a receiving agency.
Accepted referrals
Accepted referrals are classed as a referral that has been accepted by you or a user in your agency.
Closed referrals
A referral that has been closed by you or a user in your agency.
