Referral Handler
Managing referral handler tasks and responsibilities.
Manage a referralQuickly manage client referrals by accessing them through the Client Tools menu, viewing pending referrals, and editing details as needed.
Manage self-referral and onward referLearn how to manage, edit, and onward refer self-referrals in the same way as other referral types.
Change the owner of a referralThis guide walks you through reassigning a referral to another user.
Add an intervention to a client caseGuidance on adding an intervention to a client case.
Add a status to a client caseEasily manage client case statuses through the Client Tools menu.
Add a case note for the referral agentLearn how to add a case note for a client that referral agents can view in both the web browser and EMIS.
Add new appointment reminders for a clientLearn how to create appointments and send email or SMS reminders to clients.