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.

• 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
• Referral owner: Assign or Change Owner
• How can I delete a Referral from the system?
• Mark a patient as deceased
• How to view and filter tasks on the dashboard
• Substates and their uses
• User & Event-Based Tasks
• Referral history + deleting a history note

How to manage the status of a referral

• How can I change the status of the referral?
• Change referral status from Left Early to Intends to Participating
• Change referral status from Completed to Participating
• Change referral status from Participating to Completed
• Change referral status from Referred to Intends to Participate
• Change referral status from Referred or Intends to Participate to Not Participating
• Change referral status from Participating to Left Early
• Change referral status from Intends to Participate to Participating
• Change referral status from Not Participating to Referred
• Change referral status from Participating to Intends to Participate
• Changing a referral from Not Participating to Intends to Participate
• Change the reason for Not Participating/Left Early