Step 3: Send Referral

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The final step to creating a referral is to send it!

  1. Click on the Send button to complete the process.
  2. Click OK when you see the prompt that asks if you wish to send the referral.
  3. Once you have sent the referral, you can see that it was sent successfully.
  4. The left hand vertical panel will now only show the sections of the referral that you added information to.
  5. It is useful to record the referral ID number. You can enter it into your client management system, or you can print and file the referral.
  6. The referral will now show up in the ‘Sent’ referrals tab which can be accessed from the Home page.

NB: If you forgot to check the Client Consent tick-box, the system will display a prompt. Simply click OK and S2S will take you to the exact spot on the Coversheet form where you need to check the tick-box.