3 - Making and managing referrals

Generate a letter in ReferAll
NB - This is for Scheme Administrators and Activity Administrators only. This feature enables you to generate letters from templates which can be downlo...
Fri, 20 Apr, 2018 at 9:15 AM
Send letters in bulk (from templates)
NB - This is for Scheme Administrators and Activity Administrators only.  This feature enables you to generate and print a letter for a group of indivi...
Thu, 29 Aug, 2019 at 11:47 AM
How to send emails in bulk using Batch Actions (No-reply email address)
NB - This is for Scheme Administrators only.  This feature will enable you to send an email to a group of individuals from within the system.  In Li...
Thu, 24 Oct, 2019 at 10:07 AM
How to create a letter template using merge codes
You are able to create you own letters using merge fields/codes to pull in data from Referral records. Letter templates must be created before they can...
Wed, 30 Oct, 2019 at 2:16 PM
Change Completed Status Date
N.B. This article is for Scheme Administors only Find the referral using the Search function or if there is a task for this person on the dashboard, cli...
Wed, 7 Aug, 2019 at 2:42 PM
Batch Action - Change Referral Status
NB - This is for Scheme Administrators only.  This feature will enable you to select a group of referrals in the same status and change the status of...
Thu, 29 Aug, 2019 at 12:18 PM
Removing or Deleting a Referral ie: Duplicate or on wrong scheme
How to Delete Referrals from the system   There may be occasions when it is necessary to remove or delete a referral record from the system This could be...
Wed, 27 Nov, 2019 at 11:02 AM