Difference between revisions of "Referral Audit"
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Revision as of 10:14, 12 June 2018
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)
