How to make onward referrals of patients on the Joy Marketplace

Select the Client 🧑 you would like to make the referral for by selecting their name on the 'Client Cases' tab
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Go to the Active case you are working with

Go to the 'Services' tab under their name
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Select the 'Referr' 👇 button which will take you to the Joy Marketplace

Use the 'search by keyword' 🔍 to search for appropriate services for referral
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Specify the location where you require the service to be available
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Optionally, you can narrow down your search by selecting relevant categories, and remember to click 'apply filter' to confirm
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Find the service that you would like to refer the patient to, click on the service to find out more details or just directly click 'Refer now'👇
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Ensure that 'I am referring someone else' is selected
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Select the tick to confirm that you have checked the service access criteria ☑️
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Fill in your relationship with the client e.g. service provider

Search the client's name 🔍, choose a client for whom you have saved details in your service, and their details will auto-populate the form
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Select the reasons for the referral 👇

Tick the two boxes consent boxes ☑️, ensuring you have the relevant consent

Click 'Submit' 👇
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You have made an onward referral. 🌟