Home → Records → Referrals page → How to add/edit a referral

11.2. How to add/edit a referral

Adding a referral

1. Open the Primary Record you want to log the referral under.

2. Hover over the plus icon () and click Referral.

3. Complete the fields listed in the pop-up.

   • Who Made the Referral – The staff member who initiated the referral.

   • Referred To – The organisation the client was referred to.

   • Contact Referred – The contact referred to the Referred To organisation.

   • Referral Date – The date the referral was made.

   • Reason for Referral – Why the referral was made.

     • This field is pre-filled with common options, but you can edit or add to it so it better reflects your organisation's needs.

   • Referral Channel – How the referral was made.

   • This field is pre-filled with common options, but you can edit or add to it so it better reflects your organisation's needs.

   • Notes – Any extra information that may help when following up or reviewing the referral.

4. Click Submit to log the referral.

Your new referral will now appear in the list on the Referrals page, where it can be viewed and updated as needed.

 

Editing or updating a referral

1. Open the Referrals page for the Primary Record.

2. Select the referral you want to update.

3. Make your changes and allow the field to flash green.

 

Tips

• Use Notes to capture follow-up details or outcomes.

• Keep Reason for Referral consistent where possible, but customise when a more accurate description helps service delivery.

Knowledge Tags

Referrals  /  Add referral  /