How to filter data from List Referrals

Using the additional filters on the List Referrals icon will enable you to list referrals according to any of the additional filters available.

Using the additional filters on the List Referrals icon will enable you to list referrals according to any of the additional filters available.

1. Click the List Referrals icon
   
2. Select the Scheme and the status of clients you want to see
   
   
3. Show Additional Filters
   
4. Tick if you'd like to filter by ReferAll's extensive range of options.
   
   
5. Select the appropriate filter/s. Please note this may vary from what is on your screen because of the different requirements of each service. For example. a popular filter is by Referral Owner
   
   
   or Questionnaire Completion 
   
   
   
   

   Filter to help find referrals without postcode data in a Lower layer Super Output Area (LSOA)

   The field is Lower layer Super Output Area (LSOA) which can be ticked to display this information.

   You can quickly discover which referrals do not have LSOA data. This is also usually a good proxy of those referrals having an invalid or out-of-date postcode.

   It does not necessarily mean that all referrals with LSOA data have deprivation data. In England all postcodes with LSOA data should have IMD data, but in Scotland and Wales this is not the case.

   Select the desired fields and click Search.