Difference between revisions of "Referral Audit"

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The Referral Audit is a management tool to check the referrals that have been entered on the system.
 
The Referral Audit is a management tool to check the referrals that have been entered on the system.
  
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Revision as of 10:16, 12 June 2018

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The Referral Audit is a management tool to check the referrals that have been entered on the system.

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Clicking a "Check" button will show you -

  • The client's contact details
  • The details of that referral
  • Simple diary outcomes
  • A "Check Completed?" box.


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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.



Rob Kay - manual author (talk) 14:20, 28 April 2017 (BST)

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