Search client

Edit Case tabs

Once you have completed filling out the action plan, click Save at the bottom left had side of the screen. Your Action Plan will appear at the bottom of your View Case and Edit Case tabs:
 

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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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To send a referral to a GP:

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The second step of creating an eReferral is to fill in the referral information.

In this step you must:

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The first step is to select a client ... and it all starts with a Search!

Before creating a new referral you need to run a SEARCH to check if the client is already on the S2S system.  It's important to do this so that multiple records aren't created for the same person.

If you can't find your client, you need to add them (refer to Step 1b: Add New Client).

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