1. Click the ‘+’ button on the JoyConnect widget. This will appear when you have your chosen programme open (e.g. Mosaic).
2. Enter your patient’s NHS number
3. Choose ‘Yes, update’ to display a list of services available near the patient.
4. Use the menu icon to filter your list of services further, or search for a specific keyword.
5. Select 'Refer' on your chosen service
6. Complete the Referral Form
Fill in the referral form and click Send Referral.
Most fields will be pre-filled using the patient’s NHS number.
Make sure all required fields are completed.
7. Once submitted, click ‘copy details’
8. Paste the copied details into your CRM or system of choice to keep a record.
9. You have now sent a referral using JoyConnect Universal! 🎉