Referral Edit

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The referral edit screen is used to make changes to an existing referral/case or a specific contact. The edit screen is accessed in various locations by clicking on a referral number. The screen is broken up into three main sections, referral section, contacts/actions and outcomes.

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It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.

Referral Section

The referral section is displayed in a summarised view and split to two main sections, the general referral details and additional information.

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The general referral details

To expand the section to see the full details of the referral click on the Icon expand.PNG icon. The following details will be available:

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  • Client - You will be displayed the name of the Service User.
  • Date of Referral - The date and time that the referral/case was received/started.
  • Project - The project the referral is associated with. If the referral is not connected to any extensions (Rostering, Handy Persons, templates etc) you can change the project from the drop down. This requires access from Operartional Rules.
  • Project Subcategory - Drop down to edit the Project Subcategory, users require access to subcategories.
  • Funding Stream - Drop down of funding streams associated with the selected project. Changes to the project will need to be saved to update the list.
  • Branch - This is what branch the referral has been recorded in.
  • Completed? - Displays the current referral completion status and the date of the next action if applicable.
  • Time Spent - The total time recorded on all contacts.
  • Travelling Time - The total travel time recorded on all contacts.
  • Total Time - The total of time and travel time on all contacts.
  • Mileage - The total mileage recorded on all contacts.
  • Full Name - The name, address and contact fields are from when the referral was entered on the system. If the record has been changed then this will not be the same as the referral details. You can refresh the details of the referral by clicking the Icon refreresh.PNG, this will update all details like name, address, DOB, Ethnic origin to what is currently on the service users record. If you wish to move the referral to a different record, delete the persons surname and click the Icon yellowpeople.PNG icon. Use the search to find the record and tick the box. Any changes will required the save details button to be pressed before making any changes to the contacts.
  • Address line 1 - See Full Name above to make changes.
  • Address line 2 - See Full Name above to make changes.
  • Address line 3 - See Full Name above to make changes.
  • Address line 4 (Town) - See Full Name above to make changes.
  • Address line 5 (County) - See Full Name above to make changes.
  • Postcode - See Full Name above to make changes.
  • Main Telephone No. - See Full Name above to make changes.
  • Email Address (Main) - See Full Name above to make changes.
  • Response Tel No - Enter Response Tel if required.
  • Response email - Enter Response Email if required.
  • Postal District - See Full Name above to make changes.
  • Age Range - See Full Name above to make changes.
  • Main Disability - See Full Name above to make changes.
  • Referred By - Displays the recorded referral. To add a referrer click the Icon yellowpeople.PNG icon. Use the search to find the record and tick the box.
  • Represented By - Allows editing of the Represented By name.
  • Handyperson Referral No. - If the referral has been linked to a Handy Person referral the HP Referral number will be displayed.
  • Assign Someone - This allows a Staff Member or Volunteer to be assigned via a job card. Tick the box and select Save Details to continue. See Assign Staff/Volunteer Jobcard for details.
  • Provide Publication - To add or edit publications provided tick the box and select save details. Complete the following:

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Edit the date if required and select the required publications. If you use all 5 boxes then save the details an re-select publications and new boxes will appear.

Additional Data

The additional data section allows you to access and edit:

Extension Database Setup on the project to collect additional information. Click on the relevant button, these will be named by your administrator.

Classification Codes These are reporting codes that may have been added to the project. If new codes are added they will be recorded against the referral and not an action. If you need to add a code that is connected to a contact then this would need to be done on the history tab for the contact. See Record A Contact for further details.

Upload (Referral Linked) Document Allows the user to upload/edit a document connected to the referral. See Uploaded Documents for details.

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Contact and Actions Section

In this section you will see the contacts/actions already done as well as any outstanding actions. Each contact will be displayed as a summarised line. To view or edit a contact click on the Icon expand.PNG icon to expend the contact. Once expanded the contact/action can be edited.

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The top boxes cannot be edited as these are the audit fields for the contact. If changes to the contact have been made it is important that you save the changes using the action save button, or changes will be lost. You cannot use the referral save button to save the changes to the actions.

Outcomes Section

This section will display a button to access the outcome screen for the referral/case. This button will either be named 'Outcome' or the name of a Ladder Outcome if attached to the project. Click the button to access the Referral Closure and Outcome Details screen.

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