Referral Management (Carelink) - Release 9.36

Release Date - UAT: September 2025
Release Date - Live: October 2025

We have been enhancing Referral Management (Carelink) since the last release, adding new features and addressing known issues to improve quality.

Some features may require additional setup by Totalmobile. If needed, reach out to your Account Manager for access details.

What’s New

  • Extended Support for Service User Breaks in Referral Management
    Enhancements have been added to Referrals > Service User > Breaks. The Service User Breaks offer greater flexibility and clarity for care providers:

    • Open-Ended Breaks can be create for service users, ideal for situations where the end date of a break is uncertain. This allows care providers to record breaks without specifying a return date.

    • The user interface has been improved for Break Management:

      • Breaks are now grouped by status: Active, Planned, and Expired

      • Each break clearly shows who last modified it, improving traceability and accountability

These updates make it simpler to manage service user availability and ensure records are clear and up to date.

  • Real-Time Dispatch for Ad-Hoc Visits in Referral Management
    Enhancements have been made by introducing a new setting in Referral Management (Carelink) enabling real-time dispatching of ad-hoc visits to Dynamic Scheduling (Optimise). This helps care providers respond faster and more efficiently.
    When enabled, any ad-hoc visit created in Referral Management (Carelink) automatically sent to Dynamic Scheduling (Optimise) in real-time. This ensures the visit is available for scheduling and dispatch in real-time, reducing delays and improving responsiveness.

  • Service User Portal Update
    Enhancements have been added to Service User Portal > Upcoming Visits. A new banner has been added to the Service User Portal to inform users that upcoming visit times should be used as a guideline only. This enhancement aims to improve transparency and manage expectations around visit scheduling.