You can quickly create an Express Referral in Elemental by following these steps.
Step one: Start the Referral
Go to Client Tools, then select Express Referral.
Fill out the mandatory fields (highlighted in orange).
Step two: Choose Referral Type
If you're referring yourself:
Referral Question | What to Enter |
Are you referring on behalf of someone? | No. |
Please select your referral Hub. | Choose the Hub you're referring from. |
If you're referring on behalf of someone else:
Referral Question | What to Enter |
Are you referring on behalf of someone? | Yes. |
Referring Organisation. | Select the establishment you're referring from. |
Referral Agent. | Choose the agent making the referral. |
Once complete, click Proceed to Referral Details.
Step three: Fill Out Referral Details
Complete all mandatory fields highlighted orange with the client’s information.
In Refer to Centre, select the Hub you’re referring the client to.
In Reason for Referral, choose the appropriate reason.
Tick the Client Agrees checkbox (only if the client agrees to the terms and conditions).
Click Generate Referral.
📌Note: Make sure all required fields are filled in before generating the referral to avoid errors.