Signpost/External Referral Types

Signpost and External referrals are used when recording contacts/actions when referring/signposting on to another service or organisation, they can also specify a contact method for each referral/signpost recorded. Example of types would be 'Internal' or 'External' which would specify if you have referred/signposted to an internal service or a different organisation.

To edit an existing type click on it's name or click the 'Enter New Type' to create a new one. Complete the following details:

• Type name - The name of the category ('Internal')
• Display Order - The order in the drop down.
• The Contact Method shown in Reports - What contact method is used, for reports.
• Active? - Set to yes to use this type.

Click the 'Save Details' button to save your changes.