- ReferAll Help Centre
- Get organised with your Referrals
- How to manage the status of a referral
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Security, Compliance and Governance
Changing a referral from Not Participating to Intends to Participate
If you'd like to change a referral from Not Participating to Intends To Participate status, please follow the below guidelines:
- Go into referral (either searching by surname or registration ID)
- Note down the NP date at the top of the screen
- Click the referred button on the clients status section
- You need to supply a reason for ‘resetting referred’
- Then click ‘Reset’ and ‘Close’
- Click onto ‘ITP’ state and enter the date you noted down when client was put in NP
- Then click save and close