The use of external referrals offers a way to track work referred to other organisations, and to store records of follow up as to the outcome of the referrals made. The feature includes the capacity to –
- Create the referral, select one or more clients in the case or group to send in the referral, and add a cover note
- Select issues assessed in the case or group to be included
- Select documents stored on the case or group to go with the referral
- Select the destination and seamlessly send the referral by email.
From there, the user is able to record the management, acceptance or non-acceptance of the referral by the external organisation, which becomes part of the case or group record.