Select the client you would like to work with from the 'Client Cases' tab and click on the case name π
βThen select the 'Services' tab π
βSelect the current status π₯ of the referral (for example, 'Awaiting response' pictured below), this will open up a drop-down list with the available options
βChoose an relevant updated option π, and it will auto-save
βYou have updated the status of your referral! π
How do I update the status of a manually logged referral or signpost?
This article walks you through how to change the status of a manually documented referral, or a signpost.
Written by Sonja Gebhardt
Updated over 3 weeks ago


