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How do I update the status of a manually documented referral or signpost?

This article walks you through how to change the status of a manually documented referral, or a signpost.

Support at Joy avatar
Written by Support at Joy
Updated over a week ago
  1. Select the client you would like to work with from the 'Clients' tab πŸ‘‡
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  2. Then select the 'Services' tab πŸ‘‡
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  3. Select the current status πŸš₯ of the referral (for example, 'Awaiting response' pictured below), this will open up a drop-down list with the available options
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    Capture-Sep-25-2023-01-37-00-1591-PM

    Capture-Sep-25-2023-01-37-41-8766-PM

  4. Choose an relevant updated option πŸ‘‡, and it will auto-save
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  5. You have updated the status of your referral! πŸŽ‰


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