3 - Making and managing referrals

Search for client
NB - This is for Scheme Administrators and Activity Administrators only Click on the Search icon in the top menu a new window/tab will open T...
Tue, 12 Jul, 2016 at 11:43 AM
Change referral from Participating status to Intends to Participate status
 NB - This is for Scheme Administrators and Activity Administrators only If you have accidentally put a referral into Participating (P) state and they nee...
Wed, 28 Feb, 2018 at 12:03 PM
Change referral status from Not Participating to Referred
NB - For Scheme Administrators and Activity Administrators only Find the person or if there is a task on the dashboard for the referral, ...
Wed, 13 Jul, 2016 at 1:50 PM
Assign or Change Owner
NB - This is for Scheme Administrators and Activity Administrators only There are two methods. Method 1: This task is performed within the client’...
Tue, 12 Jul, 2016 at 11:48 AM
Unable to process a new referral
NB - This is for Scheme Administrators and Activity Administrators only If you are unable to process a new referral which you are trying to enter into the ...
Tue, 12 Jul, 2016 at 11:48 AM
Changing a referral from Not Participating to Intends to Participate
NB - This is for Scheme Administrators and Activity Administrators only If you need to change a referral from NP to ITP please follow the below guidelines;...
Mon, 22 Jan, 2018 at 12:52 PM
Transferring Data for a referral onto another scheme
NB - This is for Scheme Administrators and Activity Administrators only If you want to transfer referral data from one scheme to another without losing ...
Tue, 12 Jul, 2016 at 11:50 AM
Change the reason for not participating/left early
NB - This is for Scheme Administrators and Activity Administrators only If you have entered the referrals reason for Not Participating (NP) or Lef...
Tue, 12 Jul, 2016 at 11:51 AM
Send emails from ReferAll
NB - This is for Scheme Administrators only This feature will enable you to send an email to an individual from within ReferAll.  To send a single e...
Fri, 2 Feb, 2018 at 10:21 AM
Upload a document to ReferAll
NB - This is for Scheme Administrators and Activity Administrators only You can upload any document type less than 4mb to a referral record. This may in...
Fri, 2 Feb, 2018 at 10:20 AM