Confirming a Referral

When a referral is entered into Daisy, we must ensure that the referrer receives confirmation that it has been received by Cranstoun and processed. Once the case has been created, and to progress to the next stage, we must confirm this notification has been sent.

This is done by adding the CONFIRM REFERRAL case action to the case.

This opens a new form that needs to be completed. The form defaults to an organisation referral, which is any type of referral other than a self-referral.

Organisational Referral

You should then complete the form details:

Referral Organisation: Select the appropriate organisation or type.
Referrer Contact Date: What was the date you confirmed the referral?
Referrer Contact Name: Who did you confirm with?
Referrer Contact Email: What email address did you use for the confirmation?
Referrer Contact Detail: Copy & Paste the main body text of the email sent.

Click OK to record the case action and return to the case screen.

A summary of the case action will appear in the case journal.

The case can now be moved to "2. Contact Client" from the Status Task menu.

 

For a Self Referral

You can change the Referral Type to Self Referral or "Not Appropriate", and the form changes.

Click OK to record the case action and return to the case screen.

A summary of the case action will appear in the case journal.

The case can now be moved to "2. Contact Client" from the Status Task menu.