Tracking Beneficiary Referrals

An illustrative guide to using the Beneficiary Referral Module

This feature allows a distributor to refer a beneficiary to a health worker. The referral can happen before or after the drug administration by the distributor.

Key Features

  • Allow a distributor to refer a beneficiary to the correct health facility and mark the correct health facility for the referral.

  • Referral can be done both before and after drug administration.

User Roles

User RoleScope of ActionRole Description


Refer beneficiaries to the health facilities

The user goes from house-to-house for drug administration and refers beneficiaries, who require treatment, to the health facilities.

Steps to Track Referrals

Step 1

On the Household Details screen, you can see the list of beneficiaries who are supposed to receive the drug in that cycle. If the beneficiary is experiencing significant discomfort/sickness due to which you cannot administer the drug, you can click on the "Unable To Deliver?" button for that specific beneficiary.

Step 2

Click on "Refer Beneficiary".

Step 3

You will be directed to the "Referral Details" screen.

In the screen above, you will see the following fields:

  • Date For Referral: This will be a non-editable field and will capture the date of referral which is picked directly from the system.

  • Administrative Unit: This will be a non-editable field and will be captured based on your user login, which will define the "Administrative Unit".

  • Referred By: This field will contain the unique ID for the distributor who has referred the beneficiary and is an editable field.

  • Referred To: This field will have a search ability which can be used by clicking on the search lens icon on the field. The following screen will load where you can search for the ID of the facility where the beneficiary is being referred to.

  • Reason For Referral: This is a mandatory field which will have all the reasons for referral based on the configuration set for the specific household.

  • Referral Comment: This is a non-mandatory field that allows you some custom comments regarding the referral being made for the beneficiary.

Step 4

After you populate all the required fields, click on the 'Submit' button which will take you to the "Data Successfully Recorded" screen.

Once the beneficiary is referred successfully, he/she will be marked as "Beneficiary Referred" in the household details screen.