S2S

You can add yourself as a Case Manager for a client so that you can access their client record more quickly and be automatically notified if someone else sends a referral for them.

• Adding yourself as a Case Manager for a client means that you can access/open their client record without having to do a search.  Once you have added yourself as a Case Manager, go to the Client menu and select 'My Clients'.

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Reports may be generated by any user with a role in the system. Some managers may have report level access only.

Generating Reports

1. Go to Reports in the top menu bar.
2. Select the desired report type by clicking on the circle to the left.
3. Adjust the criteria on the right hand side. Dates can be adjusted to the desired range if the report allows a date range. Services and agencies can be included or excluded from a report if the user has access to more than one agency or service.

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To send a referral to a GP:

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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.

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Once you have sent a referral you will receive email notification of Status changes that have been made by the receiving service for your client (refer to Incoming Referrals). Initially they will Acknowledge receipt of your referral and then most likely Allocate the referral to the most appropriate team or individual.

To view the Notes regarding status changes, log in to the system and Search for the referral (see Search for Referral). The Referral ID number is in the email.

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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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