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Automatic Postcode Sorting

In this article, we take you through the process on how to set up your Automatic Postcode Sorting.

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Written by Connor Baeza
Updated over 3 months ago

The Automatic Postcode Sorting feature helps ensure referrals are sent to the correct hub quickly and accurately saving time and reducing errors.


How to set it up

  1. Go to Administration.

  2. Select Hub Management.

  3. Click the Automatic Postcode Sorting tab.

  4. Use the search function to find and set up a ward for the relevant hub.


Using it in Express Referral

  1. Open the Express Referral form.

  2. Select Refer to Centre.

  3. Enter the client’s postcode.

  4. The correct hub for that postcode will automatically appear in the Refer to Centre field.

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