Referrals

Creating ‘Referral’ Types

Here you can create your ‘Referral’ information, such as services, departments and people who you may have signposted/referred your members to.

1. Click ‘Create Referral’;
2. Enter the name and contact details of the service;
3. Click ‘Submit’.

Once you have created your ‘Referrals’, these will be available for selection when you go to add any information in the ‘Referrals’ tab of a case.

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Created on 12th January 2022