Family ID in IRIS

Family ID in IRIS

The Family ID feature allows users to search and track referral activity associated with a family profile based on a unique ID that is easily accessible at all stages of the referral process. This system-generated ID, a random combination of numbers and letters, supports organizational workflows and referral tracking. 

Family ID Location

The Family ID is visible on all screens relevant to the referral process and related Family Profile tracking.

New Referral Screen

Users can search for a Family Profile by name, date of birth, or Family ID. When searching for an existing Family Profile, the Family ID will be at the end of the name and birth date of the searched profile.

You can search for a Family Profile by name, date of birth, or Family ID. Once found, the Family ID will appear at the end of the profile’s name and birth date. 

When a new Family Profile is created on this screen, the Family ID will populate in the search bar after the profile is saved.

Referral Details Screen

The Family ID is included in the Referral Details of a submitted referral. 

The Family ID can be found in the Referral Details of a submitted referral.

All Families Screen

Users can search for an existing Family Profile by its associated Family ID in the All Families search bar. Searching for a family profile here will only return results if your organization has previously engaged in a referral associated with that profile.

Users can search for an existing Family Profile using its associated Family ID in the All Families search bar. Results will only appear if your organization has previously participated in a referral connected to that profile.

Family Profile Page

The Family ID can also be found on the associated Family Profile.

To locate the Family ID, refer to the associated Family Profile. Found under the upper right corner.

Family ID In Exports

Referral History and Referral Details 

The Referral History and Referral Details exports (available on the All Referrals screen) contain three numerical identifiers automatically assigned by the system: the Family ID, the System ID, and the Referral ID. 

The System ID (previously known as Client ID) is similar to the Family ID in that it is also a system-generated number assigned to the family, but it is not visible or accessible outside of the exports. The Referral ID is a unique number created by the system when a referral is created.

The System ID (previously called the Client ID) is automatically assigned to a family, similar to the Family ID, but it can only be viewed in exported data. The Referral ID is a unique number the system creates each time a referral is made.

All Families 

The All Families export (available to Data Managers on the All Families screen) contains the Family ID and System ID. 

To view the Family ID and System ID, use the All Families export available to Data Managers on the All Families screen.

Family ID Use Cases 

The Family ID offers organizations flexibility in how they manage family referral information. Because the Family ID enables masked referrals, a family can be entered into the system under a pseudonym, with tracking conducted using the Family ID. The visibility of the Family ID also provides a secure mechanism for cross-referencing or tracking family information between IRIS and other systems without using personally identifiable information (PII) such as names or birthdates. Additionally, this creates a secure method for discussing a referral or family profile internally or with IRIS Support without disclosing PII.