Difference between revisions of "Referral Audit"

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#REDIRECT [[Case Manager]]
 
 
[[File:cl_RA_1.png]]
 
 
 
 
 
The Referral Audit is a management tool to check the referrals that have been entered on the system.
 
 
 
[[File:cl_RA_2.png|790px|border]]
 
 
 
 
 
Clicking a "Check" button will show you -
 
 
 
* The client's contact details
 
* The details of that referral
 
* Simple diary outcomes
 
* A "Check Completed?" box.
 
 
 
 
 
[[File:cl_RA_3.png]]
 
 
 
 
 
Once checked, you can fill in the required outcome and/or add notes, set the "Check Completed?" field to "Yes", and click the "Save and Close" button.
 
 
 
 
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:20, 28 April 2017 (BST)
 
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[[Category: Reporting]]
 

Latest revision as of 09:40, 10 July 2024

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