Open up the case management software (case.thejoyapp.com) and log in using your details
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Select the left-hand 'Services' tab 👇 (not the one within a client record)
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Select 'My organisation's services' 👇 tab and locate the relevant service (for example, if you are a social prescriber, find the social prescribing listing)
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Select 'Get link' 👇 on the relevant service (the one which your team uses, this will usually be the name of your PCN and then the team your role falls under for example: Example PCN - Social Prescribing)
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Then select 'Open link' 👇, this will open up the service in the marketplace in a new tab
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On the page that opens select 'Make a referral' 👇
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Select 'I am referring someone else' 👇
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Fill in the referral details ✍️, if you have the NHS spine active you can enter their NHS number (or full name and DOB) under 'Look up client' and this will also pull through their information into the referral form
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Press 'Submit' 👇
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Return to case.thejoyapp.com, and accept the client from the 'Inbound referral' tab as you usually would
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You have now transferred this patient into Joy! 🎉