activereferrals.chtml

activereferrals

Service Records

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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Closed eReferral Statuses

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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Process Referral

Print an eReferral

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.
     
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