.. _referral_mgmt: ================================== Referral algorithm management ================================== There are three factors that can be managed to prioritize certain organizations over others. .. image:: ../assets/referral-scoring-backend.png Prioritize for a specific population or legal issue ====================================================== Prioritizing for a specific population or legal issue is helpful when: * The service should always be the top result for a particular legal issue, especially when there are many options for the legal issue * The service should always be at the top for a particular population, particularly when the service is not restricted to specific populations or there are many competing services. When the user matches on population and/or legal issue, these services will be prioritized first. Referral Score =================== The referral score is coded on the back end when the location service is saved. The score is based on settings contained in the `Referral Settings Form`_ .. image:: ../assets/referral-settings-form.png For a service, the score is calculated by: * All referral scores start at 0 * If the service is a hotline, adds the hotline score factor to the score * If the service is an advice desk, adds the hotline score factor to the score * If the service allows walk-ins, adds the walk-in score factor to the score * If the service allows telephone or e-mail intake, adds the phone/email factor to the score. * Calculates a volume score to add to the referral * If the volume score factor is 0, ignores volume. * If the volume score factor is not 0, adds the monthly volume / volume factor. For example: * If the volume is 1000 and factor is 1, will add 1000 to the score * If the volume is 1000 and factor is 5, will add 200 to the score * If the volume is 1000 and factor is 0, will add 0 to the score.