Can I amend the Referring Organisation or Referrer on a referral record?
Once a referral record is submitted on your ReferAll platform, amending the Referring Organisation or Referrer is not supported.
Follow these simple steps to create a new referral
Start by selecting the 'R' tab in the top menu to create a new referral. If you need guidance, detailed steps are available here: https://support.refer-all.net/entering-a-referral-to-the-system
Once Patient LookUp displays your patient, verify their details and click ‘Select’. Complete the referral form, ensuring you choose the correct Referring Organisation and Referrer. When all information is accurate and complete, click ‘Submit’ to finalise the referral.
The new referral will appear with a status of ‘Referred’. Please note, any completed questionnaires and previous booking history or notes will not transfer to this referral.
To delete the old referral head over to this help article: https://support.refer-all.net/how-can-i-delete-a-referral-from-the-system