ReferAll Help Centre
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FAQ's
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
Security, Compliance and Governance
Back to home
ReferAll Help Centre
FAQ's
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
Security, Compliance and Governance
FAQ's
Welcome to our Frequently Asked Questions (FAQs) section.
How can I edit the demographic or medical information in a referral record
Change the date of a referral
Unable to submit a new referral?
How can I deactivate an activity type/sessions for a referral? [relating to MyReferAll web app]
All of my text message campaigns are not available for selection in an Activity set-up
Can I remove a postcode from a scheme's coverage area?
Which web browsers are supported by ReferAll?
Edit the details of a Referring Organisation
How can I add a postcode to my scheme's coverage area?
How do I deactivate a Scheme Administrator (User) account who has left?
Understanding Change Requests and Our Management Process for Them
System status
How Alerts Work
Activities and Sessions
My team deliver a variety of session types, can I make an adhoc change to an activity session type when the instructor is the same?
Why do sessions not display in the calendar view and what do the colours mean?
Questionnaires
Questionnaire not appearing for a referral
I am not seeing a questionnaire send link for email or text SMS. Why is this?
Referral statuses
Why does a referral skip Intends to Participate or get stuck in Participating status?
Referral record
How do I mark a client's referral as deceased?
Biometrics log - add, delete or show all measurements in a referral record
Can I move a referral or questionnaire information onto another scheme?
Why is biometrics not showing on a "Referred On" record or a Cross referral?
Why does Ethnicity not transfer to a "Referred On" referral?
See more
Email
Can I create or request an email template? (not relating to questionnaire emails).
Exports
Exports: Understanding your referrals Index of Multiple Deprivation (IMD) and Quintile of Deprivation (QOD) results
Integrations
Gladstone Go Integration
Xn Leisure Integration