Referral Management (Carelink) - Release 9.44

Release Date - November 2026

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

Improvements to Service User Goals

Several enhancements have been made to goal management across Referral Management and Mobile Working (Mobilise), giving care teams greater flexibility when managing goals and recording progress.

• Close Goals and Record an Outcome

  Enhancements have been made in Carelink > Referrals > Goals to support the formal closure of goals, recognising that completing a goal and closing it may be separate steps in the care process. Goals can be closed regardless of their current progress status, with users able to select a closure reason and add a supporting note to provide additional context.

  This provides a clearer record of the final outcome of each goal and supports more meaningful outcome reporting.

  For more details refer to Manage Goals.

• Improved Goal and Sub-Goal Visibility in Care Schedules

  Enhancements have been made in Carelink > Referrals > Care Schedules to provide greater visibility of goals, sub-goals and their associated tasks.

  This page now highlights tasks linked to goals or sub-goals that are not currently included in a visit series, helping users identify tasks that may otherwise not be sent to Mobile Working (Mobilise) as part of a visit.

  The task selection view has also been updated to show when tasks are linked to active goals, helping users make more informed decisions when setting up visit series.

  For more details refer to Create a Care Schedule.

• Add Notes when Recording Goal Progress in Mobile Working

  Mobile users can now add a supporting note when updating goal progress during a visit, alongside the progress value.

  These notes are returned to Referral Management and displayed within the goal's activity log, providing additional context around progress updates.

  For more details refer to Update Visit Goals.

Improvements to the Care Provider Portal

• Manage CSV Visit Uploads

  Enhancements have been made in Carelink > Admin > External Providers to offer greater control over whether external providers can upload visits to the Provider Portal using CSV files.

  Administrators can choose to:

  • Prevent CSV visit uploads entirely.

  • Allow CSV uploads for planned visits only.

  This provides greater control over how visit information is submitted through the Provider Portal, including the option to prevent completed visits from being manually uploaded by providers.

  For more details refer to Create External Providers.

• View Proof of Attendance in the Visits View

  Providers can now see whether a visit has valid Proof of Attendance (POA) directly from the Provider Portal Visits view.

  For more details refer to Upload Visits.