Referral Edit

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

The general referral details

To expand the section to see the full details of the referral click on the icon.

---