You can complete and submit a referral accurately, with the correct patient details and consent confirmed.
Before you start
Load and verify the correct patient, confirm the service is suitable and accepts referrals, and obtain the patient's explicit consent. Clinical fileback depends on your connection and organisation setup.
Step by step
With your patient loaded, find the service you want to refer to — either from Saved Services or the Marketplace.
Open the service detail page and select the Refer option.
Verify the patient's identity on the referral form before filling in any other details.
Complete all required fields — these are marked and must not be left blank.
Check the patient's contact details are correct, including phone number and email address.
Tick the consent checkboxes to confirm the patient has agreed to be referred.
Review the completed form, then submit the referral.
Always check consent before submitting
Do not submit a referral without the patient's explicit consent. The consent checkboxes must be ticked to confirm this before the form can be submitted.
Check the result
Look for the success message and confirm the referral in Activity. The Academy describes automatic connected-mode fileback; the cited guide qualifies this as where enabled. Check fileback status before treating the medical record as updated.
Academy video
Sources
Based on the matching JoyAcademy lesson and the existing JoyConnectWeb User Guide.