How to signpost one or more services to a client

Select the Client Case 🧑 you want to send services to from the 'Client Cases' tab by selecting their case
Click on 'Services' and then select ‘Signpost’ 👇 at the top right-hand side

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

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

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