Referrals allow your mobile workers to refer cases to other CommCare users. Below are three ways to track referrals using case management.
1) Form Display Condition
Adding a display condition to your form—just as you would a display condition on a question—allows you to set the given form to display based on the value of a case property. Using a form display condition in this way enables you to build referral followup forms in the same module and set them to display only when a given case property is true, for example, your case property 'is referral' = 'yes'.
Advantage: Easy to use, doesn't add modules to your application.
Challenge: Difficult to evaluate referrals historically, as they are not tracked by separate cases.
Putting a filter on your case list enables you to only show cases based on a given value in the case properties. Similar to Form Display Conditions above, to use Case List Filtering you will add a "referral" case property to your case, then create a separate "referral" module filtered to show cases only if the case property 'is referral' = 'yes'. Optionally, you can set your main followup module to filter out referred cases, thereby only showing cases if the case property referral does not = 'yes'.
Advantages: Visually separates referred cases from regular cases, useful when you want a separate workflow for referrals.
Challenge: Hard to evaluate referrals historically, as they are not tracked with separate cases.