Referral tracking through a smart phone app revised

1. Referral Tracking
through a
Smart Phone App
AMANDA HUGHES, GRANT PROJECT DIRECTOR
BERLIN AREA SCHOOL DISTRICT, BERLIN, WISCONSIN

2. How this idea started…
Referral Tracking
 Is there a more immediate way to record a referral at the moment it happens?
 Would this help our referral data collection?
Paper Copy of Local Resource Guide Booklet for YMHFA
Participants
 Is the paper copy the most useful in a crisis?
Recommending Training to Others
 Can we make it easy for certified first aiders to recommend and even register others
for a future course?

3. Answer – there’s an app for that!
Wanted to create an in-hand resource for certified first-aiders
to provide real-time referrals, information, and advertisement.
Online app-building platforms allow for drag-and-drop app
creation similar to website building.
Visit http://mashable.com/2013/12/03/build-mobile-
apps/#qLB9v13rsqqR for more examples of mobile app
builders.

4. Appy Pie
(I am not affiliated with this company; I am not receiving any
compensation for sharing this information)
Easy-to-use
Available on all
smart phone
operating systems
(different tiers of
subscription)
One-time Lifetime
Educational Pricing
available (ex: at the
time we signed up,
$500 for iOS and
Android)
Assists with app
submission to App
and GooglePlay store

5. Dashboard
Where to edit the app, create
directories, manage users, send
push notifications, etc.

6. Dashboard
Where to edit the app, create
directories, manage users, send
push notifications, etc.

7. Dashboard
Where to edit the app, create
directories, manage users, send
push notifications, etc.

8. Dashboard
Where to edit the app, create
directories, manage users, send
push notifications, etc.

9. Editing
Screen
Select your “template” and
background images under Style
and Navigation
Create the individual pages
from templates and customize
content.

10. Editing
Screen
Select your “template” and
background images under Style
and Navigation
Create the individual pages
from templates and customize
content.

11. Directory –
Crisis
Numbers
YMHFA-ers might be in a crisis
situation without their paper
resource guide—so we thought
that putting county crisis
numbers in the app would be
helpful.
Manage the directory on the
dashboard side.

12. ALGEE Action
Plan
Have steps listed as a reminder
for YMHFA-ers

13. “Interactions”
– Referral
Tracking
Locally, we are encouraging
dialogue with youth as well as
encouraging family
involvement with youth.
Each submission represents
one youth referral/interaction.

14. Editing the
Form Screen
Indicate the email address that
will receive form submissions.
Similar to GoogleForm
creation, select the type of
field and edit each item.
Interaction Type
Referral Type

15. Editing the
Form Screen
Indicate the email address that
will receive form submissions.
Similar to GoogleForm
creation, select the type of
field and edit each item.
Interaction Type
Referral Type

16. Editing the
Form Screen
Indicate the email address that
will receive form submissions.
Similar to GoogleForm
creation, select the type of
field and edit each item.
Interaction Type
Referral Type

17. Editing the
Form Screen
Indicate the email address that
will receive form submissions.
Similar to GoogleForm
creation, select the type of
field and edit each item.
Interaction Type
Referral Type

18. Receiving
Referrals
Email sent immediately with
information.
Can download a .csv or .xls
report from the dashboard for
a specified time period.

19. Receiving
Referrals
Email sent immediately with
information.
Can download a .csv or .xls
report from the dashboard for
a specified time period.

20. Upcoming
Events
Link an online calendar to
display upcoming YMHFA
events.

21. Registration
Form
Embed online registration form
for signing up for YMHFA
events.
Could embed a GoogleForm for
referral tracking as well.

22. YMHFA
Contacts
Instructor information – set up
another directory in the
dashboard

23. About Us
Project Information

24. Social Media
Integration
New feature for us – wanted to
share relevant articles, videos,
etc. with YMHFA-ers.

25. User Log-In
We added the feature of user
log-in. This helps us see who
has downloaded the app from
our courses (downloadable;
can be exported to MailChimp).
Auto Approval allows users to
create accounts without having
to be verified.

26. I’ve made an app…now what?
Determine which iOS you would like to “sell” it on (most likely for
free)
Create Developer accounts for that iOS
 Apple Developer yearly fee is about $100
 GooglePlay Developer fee is about $25
Share Developer account information with AppyPie/app builder
(if they will submit it to the store for you) or submit it yourself (a
bit technical, but manuals are available)

27. Successes
Positive feedback from YMHFA participants
Easy, accessible way to get crisis information
We’d like to think it provides a seamless way to talk about
YMHFA!

28. Challenges
Wi-fi access in training rooms for easy download
Walking people through the “create an account” user log-in
process
Encouraging YMHFA-ers to use it after the training is done
 We still send out a monthly GoogleForm for referrals to catch all
YMHFA-ers

29. Willing to Share
If you’d like to use our template, I can share a duplicate app
that you can customize (only if using AppyPie—they can share
the app internally).
Amanda Hughes
Grant Project Director
ahughes@berlin.k12.wi.us
920-361-5459