Joy App

The how-to guide shows you how to document external referrals and signposts.

How do I log an external referral or signpost in Joy?

This article shows you how to create a new service to manually document referrals.

How do I create a new service with Joy CMS to manually log referrals?

Clients can use the marketplace (if you allow) to refer themselves to your services!

How can a client refer themselves to my service?

This article will show you how to find a service on the marketplace by searching by location and/or filters.

How do I search for a service on Joy marketplace?

The Joy marketplace should be your first call for making referrals, so here we show you how to easily do this!

How do I make a referral through the Joy marketplace?

Once you send a referral on the Joy Marketplace, the service provider will receive an email notification alerting them of this referral.

What does the service see when I send a referral on the Joy Marketplace?

This article outlines what to do if your referral has not been responded to.

What if your referral hasn’t been responded to by the organisation you referred to?

This article walks you through how to change the status of a manually documented referral, or a signpost.

How do I update the status of a manually logged referral or signpost?

This article walks you through how to send manually documented referrals back to the clinical record.

How to Send Manually Logged Referrals Back to the Clinical Record?

You can signpost one or multiple services to your clients in 3 steps, this allows you to send multiple services to a client in one message.

How to signpost one or more services to a client

Sonja Gebhardt

Everything you need to know regarding onward referrals and signposting

Managing Case Operations - Services

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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