Video Guide on how to generate a referral
Step by step guide on how to generate a referral
Start a New Referral.
Go to Client Tools.
Select Express Referral.
Fill out the required fields using the dropdowns.
Click Proceed to Referral Details to open the referral form.
📌Note: Fields highlighted in orange or red are mandatory and must be completed to generate a referral.
Referral destination and access rights
In the Referral Destination & Access Rights section, select the appropriate centre from the Refer to Centre dropdown.
If the case is sensitive, tick Confidential Record.
You must enter at least two users who will have access to the record.
Referral info
The referral date automatically populates to today’s date.
If the referral was received earlier, click the calendar icon to backdate it.
Complete the remaining sections
Fill out the Relevant Medical Information.
Complete the Urgency / Risks / Access Needs section.
In the Client Consent section:
Tick the box.
Select Happy to Proceed.
Click Generate Referral.
📌Note: At the bottom of the page, there is a Terms & Conditions link you can share with the client to confirm consent.