3 - Making and managing referrals

Change referral status from Intends to Participate to Participating
NB - This is for Scheme Administrators and Activity Administrators only This can be done in one of two ways The first is done in the calend...
Tue, 14 Feb, 2017 at 1:15 PM
Edit the medical information
NB - This is for Scheme Administrators and Activity Administrators only. Referrers cannot edit the referrals details once a referral has been made. This i...
Tue, 12 Jul, 2016 at 11:34 AM
Change referral status from Participating to Completed
NB - This only applies to Scheme Administrators and Activity Administrators. Find the referral using the Search function or if there is a task fo...
Tue, 12 Jul, 2016 at 11:34 AM
Change referral status from Referred or Intends to Participate to Not Participating
NB - This is for Scheme Administrators and Activity Administrators only Search for the client in question, using the patient search or if the ...
Wed, 13 Jul, 2016 at 10:13 AM
Add or delete a measurement to the referrals statistic log
NB - This is for Scheme Administrators and Activity Administrators only Add a measurement: Please note - updates to measurements are not recorde...
Tue, 12 Jul, 2016 at 11:36 AM
Change referral status from Participating to Left Early
NB - This is for Scheme Administrators and Activity Administrators only Search for the client in question, using the patient search or if the ...
Wed, 13 Jul, 2016 at 10:14 AM
Referral name in red/ Mark Important
NB - This is for scheme administrators and activity administrators only If you see a referral with a red name, there is an important note regarding th...
Tue, 12 Jul, 2016 at 11:40 AM
Change Participating Date
If you would like to change the participation date of your referral, you will need to submit a support ticket. Please provide the referral ID and th...
Wed, 13 Jul, 2016 at 1:44 PM
Risk Assessment
NB - This is for Scheme Administrators and Activity Administrators only Instructions Search for the client in question, using the patient s...
Tue, 12 Jul, 2016 at 11:42 AM
Change the referral date
NB - This is for Scheme Administrators and Activity Administrators only If you need to change/amend the date of referral for a patient, you can no...
Tue, 12 Jul, 2016 at 11:42 AM