External Referral
When we provide an external referral for someone, this needs to be recorded in the system. This is often done currently within a case note. Still, we need to report to commissioners and others how many times we make external referrals. A case action exists to do this: External Referral in the Available Actions list.
This action does not actually submit the referral; it only records that you have done so.
When you click ADD, it presents this form:
Referrer To: - Our standard list of organisations, if there is an organisation you refer to often not in the list, please log a ticket.
Referral Method: - How did you process the referral, email, via website, etc
Referral Date: - The date you made the referral
Referral Note: - Any associated notes required
Attachments: If you completed a form or have any other relevant attachments, add them here.