Adding a Note

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Add Note allows either the sender or receiver of a referral to add a note and trigger a notification email to the other party.

Follow the steps below to add a note to a referral.

  1. Open the referral you wish to add the note to.
  2. Click on the Add Note button at the bottom of the page. The ‘referral add note’ page will be displayed.
  3. Add any notes or attachments associated with the referral (refer to 2.3 SCTT Forms for more information regarding adding attachments).
  4. Click on the Next button. An email notification will be sent to the other party involved with the referral.

You will then be returned to the view page where your notes will be displayed in the ‘Current Status Details’ at the top of the page. The notes and any attachments will also be available from the ‘Status History’ page. This process can be repeated any number of times.

Note: For referrals sent by fax or PKI email, this can be used to make notes regarding the progress of the referral or to record any other information necessary for your own purpose, however no notification is sent.


Adding a Note