To clearly see where a referral is in your service, we've designed six critical stages to easily move the referral status on. In addition, a referral is re-set stage-by-stage to reduce the chance of an assessment or booking overlooked.
Click on the links below to take you to the support article.
Please note: Changing referral status from Left Early to Completed is a two step process. Follow the articles:
- Change referral status from Left Early to Intends to Participate/Participating
- Participating to Completed
- Referred to Intends to Participate
- Intends to Participate to Participating
- Referred or Intends to Participate to Not Participating
- Participating to Left Early
- Participating to Completed
- Not Participating to Referred
- Completed to Participating
- Left Early to Intends to Participating and Participating
- Participating to Intends to Participate
