Referrals tab

Referrals tab

 Here are the listed referrals assigned to a practitioner in any status other than 'Completed'.


Referrals are assigned to someone if they are required to action on it. Referrals assigned to a practitioner would likely be new ones not yet finished and sent to your staff who looks after the referrals.

  1. Double click or right click to open the referral.
  2. Fill in all the applicable information.
  3. Attach the referral letter and other applicable documents.
  4. Complete any other actions required and reassign the referral to the next person to action (referral clerk).

  1. Click save.
Click here for more information on referral management.



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