Creating A New Referral From A Clinical Document:
To create a new referral from a clinical document, you first have to access the Clinical Documents page within a client's profile.
To do this, click on the Clients tab from the top panel, and then search for a client by surname. Then select Open.
Once you have entered the client's profile screen, select the Clinical Documents section.
You can create a referral by clicking on the "Classify" button located next to the clinical document.
This will then take you to a classify screen, where you should then select "Referral" from the drop-down menu. Then select Save.
On doing this you will have to select a provider as the "referred by". This will be the provider who referred this client.
If you cannot find the provider after searching for them in the address book, you can add a new one by selecting the "Add GP/Care Provider" button located on the top right of screen.
Once you have added a new provider, then select Save & Exit, located on the top right of screen.
You have now created a new referral from a clinical document!