📍 This article includes:
How to accept a re-referral
A video how this process works
💡 Tip: Once this process are complete, the client will be moved to “Past referrals” (if they were declined) and your client cases list, or the client cases list of whomever they were assigned to (if they were accepted).
To accept a re-referral:
Click on ‘Inbound Referrals’ 👇
Click ‘Open’ 👇 on the far-right-hand side of the patient
3. A pop-up will appear with their referral information and the details of the referrer, check these to ensure the referral is appropriate and then click 'Accept' 👇 at the bottom of the page
4. It will then show you any current cases or profiles for that client that exists in your organisation.
If this is this is the same client scroll down to the bottom and click on 👇Yes, it's the same client at the bottom of the page.
5. In the next pop up under Client case, give your case a new name ✍️.
!! Very Important !! Click on the new Case Name for the name to save !!
6. At the bottom of the page click 'Save' ✅
Congratulations you have now created a new case for the client. You can now ‘View Profile' or ‘Add to the clinical record’ or 'Close'. 🎉