Process an eReferral
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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.
- From the Incoming Referrals tab, click on a Referral that has been allocated to you.
- Click Process Referral.
- Select the relevant status from the drop-down list (e.g. Assessment)
- Fill in any additional boxes that appear, such as Dates, Notes etc. Add attachments if you need to.
- Click Save.
- The Current Status will be updated.