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To view the history of changes made to the client's record, click on the Client History tab.

All changes made to client records and tracked and traced in eReferral.  Everytime you click 'Save Client' when editing a client record, eReferral will create a revision history.  The full revision history can be seen by going to the Client History tab from the Client Record.

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If you have receive a referral that has SENDER NOTES after the status of the referral, the sender has added extra notes associated with the referral after it has been sent.

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The Service Records area holds a record of all the Sent, Received and Draft Referrals from the past 12 months for your service - regardless of their status.

To get to the Service Records area:

1. Go to the Referral menu in the Top Menu Bar.
2. Hover over Service Records.
3. Click on either Sent or Received (or Drafts).

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You can continue to change the status of open referrals by following the same steps as in Accepting an eReferral. However under the Status options are three statuses which effectively ‘close’ the referral and remove it from the Open Referrals tab.

They are;

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For Individuals or Roles that have been allocated a referral

Once a Referral has been allocated to you, you need to process a referral accordingly. Once the Status of the Referral has been changed from Allocated to something else, it is considered an Open referral and will move to the Open Referrals tab.

For Referral or Service Coordinators only

1. Click on a referral with a status of Acknowledged.
2. Click Allocate
3. Select either an Individual Practitioner OR a Role to allocate the referral to.
4. Add Notes for the sender how you plan to deal with the referral.
5. Click Save.

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For Referral or Service Coordinators only

1. Click on a referral with a status of New.
2. Click Process Referral.
3. Select Acknowledged from the drop-down menu.
4. Add any Notes that may indicate to the sender how you plan to deal with the referral.
5. Click Save.
6. The Current Status will be updated to show ACKNOWLEDGED

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Overview

Once a referral has been sent, the referral comes into the receiving agency’s queue of referrals for processing either by a Referral or Service Coordinator. All incoming referrals will appear on the Incoming Referrals tab – which will usually be your ‘Home’ page.

If you are not a Referral or Service Coordinator, you will only see incoming referrals that have been allocated either directly to you, or to all staff members who have the same role as you.

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To print ONE section of the referral

1. Click on the section you want from the left hand vertical menu panel.
2. Click Print from the Action Button Bar and select printer as normal.
    

To print the WHOLE referral (recommended)

1. Select the Compressed View tab.
2. Click Print from the Action Button Bar and select printer as normal.