ReferAll Help Centre
Visit our blog
Raise a Support Ticket
Go to Customer Portal
Getting Started Guides
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
Back to home
ReferAll Help Centre
Getting Started Guides
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
Getting Started Guides
Learn the basics and everything you need to get set-up.
ReferAll Basics
Understanding the concepts of ReferAll
Step 1: What is the relationship between Patients, Referrals, Referring Organisations and Referrers?
Step 2: What do the navigation icons mean at the top of screen when I first login?
Step 3: Adding Referring Organisations and Referrers
Step 4: Adding Venues, creating Activities and generating Sessions
Step 5: The status of a referral and what it means
Step 6: Understanding Tasks and Workflows
Step 7: Collecting data
Can I import Referring Organisations in Bulk?
How can I import my referrals in Bulk
Edit a scheme's information and questionnaire settings
Refer Patient On: a solution to manage multiple patient needs
See more
Adding referrals and more
Processing online referrals from "Referral Requests"
Entering a referral to the system
Navigating the Referral Record