Select the client you would like to work with from the 'Client Cases' tab and click on the case name š
āThen select the 'Services' tab š
āSelect the current status š„ of the referral (for example, 'Awaiting response' pictured below), this will open up a drop-down list with the available options
āChoose an relevant updated option š, and it will auto-save
āYou have updated the status of your referral! š
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



