Get organised with your Referrals

Whatever your pathway for receiving referrals, you'll want to process information swiftly and efficiently. This section shows you how.

• Substates and their uses
• Referral history + deleting a history note
• How to view and filter tasks on the dashboard
• Referral owner: Assign or Change Owner
• Upload a document to ReferAll
• Referral name in red/ Mark Important
• Risk Assessment
• Change Participating Date
• Add or remove a referrer to/from a referring organisation
• How can I delete a Referral from the system?
• Mark a patient as deceased
• User & Event-Based Tasks