📌 Note: this process slightly differs from the referral process that GPs and practice staff will complete when referring a patient to your service. It is a quicker process so that you can easily transfer the patients onto the Joy system and start using Joy immediately!
Ensure you have the Joy heart (shown below) in the icons panel at the top of your SystmOne before completing this process. If you cannot see it please contact [email protected]
Open up SystmOne
Select a patient 🧑 that you want to transfer to Joy
3. Click on the Joy heart icon 💜, this will open up the Joy GP app in your web browser
4. Click the 'Refer now' 👇 button under Caseload Transfer
5. This will open up a short referral form that will require you to fill in your name so that you can pick up this patient easily on the Joy end
6. Click 'Send' 👇
7. Repeat steps 1-5 for all of the patients you are needing to transfer onto Joy
8. Go to case.thejoyapp.com then go to the 'Inbound referrals' 👇
Accept each patient into your caseload from case.thejoyapp.com by clicking on 'Open' 👇 next to their name within the case management software and selecting 'Accept' 👇
9. Congratulations! You have now successfully transferred your patients from SystmOne! 🎉