This requires the Legend by Xplor software integration be set up on your ReferAll platform.
ReferAll's integration with Legend by Xplor software streamlines the process of removing the need to duplicate information in both systems. The integration will automatically create the necessary entry in Legend and prompt the end user to create their Legend 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)
- Contact number
- Venue
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 or manually:
- Automatic: Once a referral is submitted, the membership will be created and 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 creates a membership in Legend and returns the membership ID.
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 the ReferAll platform:
On the Venue Screen (Activities tab > Manage Venues), locate the field Location ID. The Location ID will have been supplied to you by Legend or you will have set it up yourself within the Legend platform.
On the Scheme Screen (Schemes tab), locate the fields Marketing Source ID, Membership Type Price ID and Membership Duration in Days. These values will have been supplied to you by Legend or you will have set them up yourself within the Legend platform.
If you are a Legend by Xplor 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 Legend by Xplor might impose a recurring fee. To obtain this information, you should reach out to your Legend account manager.