Revision as of 10:43, 21 February 2023

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Introduction

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 sections, referral section, the org/person section, Extra Information, Additional Data, Recent Actions and Outcomes

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 displays information pertaining to the referral itself. Here, you can edit the referrer or assign it to a worker using the Additional Org/Person function on the project. In this example you can see its labelled "Caseworker". This function is particularly useful if you assign referrals to a caseworker.

File:REFedit refsection.PNG

The Org/Person Section

This section displays information that relates to the client as it was at the time of the referral. Things like their address, contact details and age range. It is possible to report on these items as they were at the time of referral, not necessarily what they are now. Unless you wish to make changes and use the "synchronise data" function.

File:Orgperson refedit.png

Extra Information Section

Here you can change the contact type and also edit the referral reasons if needed. You can also record which Publications were sent. You can also use the "Save and Assign Someone" function if you are using the Volunteer Job Cards function.

File:Extrainfo refedit.png

Additional Data Section

Here you can add additional Classification Codes if they are activated for this project. You can also upload a document to the referral.

File:Additionaldata refedit.png

Recent Actions Section

This section lists all the actions/contacts that have been added to this referral. You can see more information about each contact by clicking on the downward pointing arrow (circled in red below). It is possible for the original text to be edited if you have the relevant permissions however it is advisable to consider restricting access for this feature in Group Access as you may not want everybody to have access to change a historic case note once its been saved. It is also possible to edit:

• The date and time of the contact/action
• Contact Method
• Contact Type (if used)
• Time Spent
• Done Stage (or current stage)
• Done by (or how did the actual contact)
• What done and What Needed - changes the free text added at the time and if any was recorded as an outstanding action

You can also use the Extra Info and Further Action function directly from this page.

File:Refactions refedit.png

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.

File:Refoutcomes refedit.png