Create a Referral

You can create new referrals for new or existing service users.

Create a referral for an existing user

To create a new referral for an existing service user:

1. On the Referrals tab, select Create New Referral.

2. Select Select Service User.

   The Service Users dialog appears.

3. Search for and select a service user.

   

4. Select Create New Referral.

5. Select Yes to confirm. This populates the new referral with the service user's details. The icons on the navigation menu indicate which areas have been populated:

   • A tick icon indicates that the fields for this area have been sufficiently populated.

   • A yellow exclamation mark icon indicates that this area requires editing before the referral can be submitted.

   • A no access icon indicates that this area is unavailable until the new referral has been submitted.

   

6. On the navigation menu, select Referral Details to record additional information for this referral. For more details refer to Manage Referral Details.

7. Select Save.

Create a referral for a new user

To create a new referral for a new service user:

1. On the Referrals tab, select Create New Referral.

2. Fill in the following areas of the new referral:

   • Personal Information

   • Contact Details

   • GP Details (optional)

   • Referrer (optional)

   • Referral Details

3. Select Save.

Related topics:

• Update Personal Information

• Update Contact Details

• Manage GP Details

• Manage Referral Details