- ReferAll Help Centre
- Get organised with your Referrals
- How to manage the status of a referral
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Getting Started Guides
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Get organised with your Referrals
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View, complete and send Questionnaires
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Book and manage sessions
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Communicate effectively with your referrals
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Spend less time on essential Tasks
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Analyse your Service Data
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Product updates
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Security
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MyReferAll
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Referrers
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FAQ's
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Security, Compliance and Governance
Change referral status from Referred to Intends to Participate
- Search for the client in question, using the patient search or if the client is visible in the tasks and reminders panel on the home page - click Action.
- A pop up box will appear and there will be a few tick boxes that you must tick. If you tick the boxes but have not completed the actions, the system will not allow you to move the person into Intends to Participate.
- Ensure the date is correct - click Activate Referral
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