This requires the Gladstone software integration be set up on your ReferAll platform. See here.
ReferAll's integration with Gladstone software streamlines the process of removing the need to duplicate information in both systems. The integration will automatically create the necessary entry in Gladstone and prompt the end user to create their Gladstone account if they don't already have one. This saves valuable time and ensures a seamless experience for you and your team.
The integration works by validating:
- Valid Date of Birth
- First and Last Name (Letters only)
- House number and Street name (preferably a complete address)
- Postcode
- Email address (has to be unique, cannot be a shared email address)
These field must be completed in the ReferAll patient record for the integration to work successfully. If any of these are missing you’ll see an error message letting you know.
How it works
The integration can be configured to operate either automatically (recommended) or manually:
- Automatic: Once a referral is submitted, the integration functions in the background. If a match is identified, the membership ID will appear in the referral record.
- Manual: Users will notice a "Create Member" button on the patient's referral record. Clicking this button initiates the automated process and sends an email to the participant to complete the setup.
The participant will require an email address, so if they do not have one you will encounter the error below. To amend this, you can select the 'Edit' button on the bottom-right of the patient record and then update their email field before saving.
After refreshing the page, you will have the option to click on 'Create member'.
After clicking the button, it will momentarily disappear and then display the user's 'Member ID' number.
What you need to do
Once we've notified you the integration is live, you need to add the following in their platform:
- Subscription ID (Set in Scheme screen)
- Venue ID (set in the manage Venue screen)
The field in the Schemes Screen, which is the LMS reference for the appropriate subscription type, appears here:
The field in the Schemes Screen, which is the Gladstone reference for the appropriate subscription type, appears here:
If you are a Gladstone customer, this will not be enabled automatically.
You should submit a support ticket in the usual way, or email support@refer-all.net and request your ReferAll account manager to contact you.
Please be aware: ReferAll does not charge for setting up the integration, but Gladstone might impose a recurring fee. To obtain this information, you should reach out to your account manager.