Referrals Out

This guide will show you step by step how to Add a new Referral Out in the PMHC module. We have even made it easier by including short videos to help.

Explanation of Sections:

Referral Out: Details of service type and Referrals Out organisation.
View/Edit Referrals Out: View or update an existing Referral Out.
Export to PDF : Export the Referral out to PDF.

Add Referrals Out

  1. Open the case you wish to add the Referral Out to.
  2. Locate the Referrals Out tab in the left-hand menu and click on it to access the episode Referral Out details.
  3. Click on +Add Referral button to add a new referral for sending.
  4. You will be presented with the Referral Out screen which requires all relevant details of where the referral will be sent to.
    * Note: Date, Service type and Contact Person are required fields.
  5. Click Save to save your referral details.
Example Add Referrals Out

View/Edit Referrals Out – Update Referral Out

  1. To edit existing Referral Out details, locate the Referral Out from the client’s Referrals Out list which requires amending and from the small down arrow in the blue button select the required action, in this case View.
  2. You will be presented with the View Referral Out screen.
  3. Click on the Update Referral button.
  4. Make amendments to the Referral Out.
  5. Click Save to save your referral amendments.
Example View/Edit Referrals Out – Update Referral Out

View/Edit Referrals Out – Export to PDF

  1. To edit existing Referral Out details, locate the Referral Out from the client’s Referrals Out list which requires amending and from the small down arrow in the blue button select the required action, in this case View.
  2. You will be presented with the View Referral Out screen with referrals details.
  3. Click on the Export to PDF button.
  4. If required, change the exported filename.
  5. Click Export to export your selected referral.
  6. If required, you can view the exported PDF document by clicking the View Exported Referral Out button on the final Export to PDF pop-up window.
Example View/Edit Referrals Out – Export to PDF

Updated on June 6, 2023

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support