S2S

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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After a referral has been sent or received, you can check its status using the Status History tab.

This will give you a list of actions that have occurred on a referral.

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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.