3 - Making and managing referrals

Add a referral
NB - This is for Scheme Administrators and Activity Administrators only To enter a referral onto the system which has arrived via fax, post or ema...
Thu, 16 Nov, 2017 at 11:47 AM
Change referral status from Left Early to Intends to Participate/Participating
NB - This is for Scheme Administrators and Activity Administrators only. Find the referral using the Search or if there is a task for the person...
Wed, 19 Apr, 2017 at 4:01 PM
Task management
NB - This is for Scheme Administrators and Activity Administrators only. Please note, it is imperative that you complete tasks once you have c...
Wed, 13 Jul, 2016 at 10:34 AM
Change the status of the referral
NB - This is for Scheme Administrators and Activity Administrators only Click on the links below to take you to the help article. Each article has ...
Fri, 23 Jun, 2017 at 1:05 PM
Change referral status from Completed to Participating
NB - This is for Scheme Administrators and Activity Administrators only Find the referral using the Search function or if there is a task for t...
Tue, 12 Jul, 2016 at 11:23 AM
Referral History
NB - This is for Scheme Administrators and Activity Administrators only The referral history is a record of everything that has happened to a client ...
Sun, 11 Feb, 2018 at 11:26 PM
Edit the demographic details
NB  - This is for Scheme Administrators and Activity Administrators only Search for the client in question, using the patient search or if the cl...
Tue, 12 Jul, 2016 at 11:26 AM
Change referral status from Referred to Intends to Participate
NB - This is for Scheme Administrators and Activity Administrators only 1. Search for the client in question, using the patient search or if th...
Mon, 13 Feb, 2017 at 12:54 PM
Referral familiarisation
NB - This is for Scheme Administrators and Activity Administrators only This video explains where to find what in a referral.
Tue, 12 Jul, 2016 at 11:31 AM
Complete or Edit a Questionnaire
NB - This is for Scheme Administrators and Activity Administrators only Complete a questionnaire: Search for the client in question, using th...
Tue, 12 Jul, 2016 at 11:32 AM