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How to signpost one or more services to a client
How to signpost one or more services to a client

You can signpost one or multiple services to your clients in 3 steps, this allows you to send multiple services to a client in one message.

Support at Joy avatar
Written by Support at Joy
Updated this week
  1. Select the Client 🧑 you want to send services to from the 'Clients' tab by selecting their name

  2. Click on 'Services' and then select ‘Signpost Now’ 👇 at the top right-hand side

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3. Follow the steps on screen (1. Add services, 2. Review signpost, and 3. Personalise your message, as shown below)

4. Search for your service 🔍 (If it is not there you will be given the option add it)

5. Click the '+' sign on the service you want or the eye icon 👁️ if you'd like to view more information about it (It will then appear in Step 2 ‘Review signpost’)

6. If you would like to send back to clinical record, check the box next to 'Add to clinical record' ☑️

7. If you would like to add a SNOMED code, just click on ‘No SNOMED codes attached’ 👇 and this will pull up a list of codes

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8. Click on ‘Signpost Now’ 👇 to send the email 📧

9. Congratulations you have successfully signposted multiple services to your client! 🎉

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