Add Referral

This guide will show you step by step how to add a new referral in the Central Intake module. We have even made it easier by including short videos to help.

Explanation of Sections:

Referral Source: Referral Description, Referral Source Type & Service Provider.
Basic Demographics: Client’s Personal Details.
Residential Address: Client’s Address Details.

  1. From the Dashboard locate the Add Referral option in the sub menu.
Example Adding Referral

The following fields are mandatory on this page.
*Referral Source Type is required.
*Family Name is required.
*Given Names is required.
*Date of Birth is required.
*Date of Birth Accuracy is required.
*Sex is required.


1. Select Start Date from the pop-up date picker.
* Optional: Select End Date from the pop-up date picker.
2. Add a Subject into this field.
3. Add a Description into this field.
4. Select a Referral Source Type from the drop-down list.
5. Select a Service Provider from the drop-down list.

Example Referral

Basic Demographics

  1. Add Family Name into this field.
  2. Add Given Name into this field.
    * Optional: Select Alias / Preferred name into this field.
  3. Select Date of Birth from the pop up date picker.
  4. Select Date of Birth Accuracy from drop down list.
  5. Select Gender from drop down list.
  6. Select Indigenous Status from drop down list.
  7. Select Country of Birth from drop down list.
  8. Select Preferred Language from drop down list.
  9. Add Phone number into this field.
  10. Add Fax number into this field.
  11. Add Email address into this field.
  12. Enter Marital Status Code into this field.
Example Basic Demographics

Residential Address

  1. Add Address into this field.
  2. Add Suburb/City into this field.
  3. Select State from drop down list.
  4. Add Postcode to this field.
Example Residential Address
  1. Select option for Data Sharing in drop down list.
  2. Select option for Service in drop down list.
  3. Select option for Does client consent for MDS? in the drop-down list.
  4. Hit Save to add the referral.
Updated on May 31, 2023
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