Referral Audit

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

Clicking a "Check" button will show you -

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

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)