Referral Definitions – Akido Customer Support

Active: you are still trying to make contact with the participant

Closed: you made contact with the participants and they accepted or declined service

Cancelled: you were not able to contact the participant

Draft: based on the health screening, the participant was eligible for the program, but did not choose to send the referral

Please see the list of sub-statuses below:

Status Name	Definition
Active	The participant has not been contacted and still requires follow-up and outreach by a team member
Not started	No action has been taken on the referral.
Attempted contact once	We have attempted to contact the participant once and were unsuccessful in reaching the participant.
Attempted contact twice	We made a second attempt to contact the participant but were unsuccessful.
Closed	We spoke to the participant about the referral and our service.
Appointment scheduled	We were able to schedule an appointment with the participant.
Participant plans to follow-up	The participant is interested in services and plans to visit us on their own schedule (i.e. walk-in).
Spoke to participant, no additional follow-ups	We spoke to the participant and may have provided light education about the program, but no additional follow-up is needed (e.g. the participant is not eligible for in-person services).
Participant declined	We spoke to the participants and they are not interested in our services.
Cancelled	We were unable to make contact and speak with the participant after 3 attempts.
Did not make contact with participant	We were unable to make contact and speak with the participant after 3 attempts.