Lock/unlock a referral
The lock icon on the right-hand side enables the user to lock a referral whilst reviewing and editing it. Once completed, the user should then unlock the referral. If the user does not unlock the referral, colleagues will not be able to make any updates until it is unlocked.
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How to manage referrals on the Referral Dashboard
This article will teach you how to manage referrals on the referral dashboard. This covers: Viewing the referral dashboard Locking and unlocking a referral Setting a referral priority Recording an event / creating a clinical note Progressing to the ...Referral Management Homepage
The Homepage will enable you to find information and display shortcuts to recently accessed referrals. This will include: Current work list – This shows the cases that are locked to you ( For guidance on how to lock a referral, please see How to ...How to edit a referral
Step 1: Select a referral You can do this by searching for a patient using their first name, surname, reference number or NHS Number under the Patients tab (see What is the patient's page used for?). Or below the Referrals tab, use the referral ...View referral
The Referral Navigator is presented with the referral associated with a patient's waitlist record, where you can access information, such as: The referral header displays the patients: Demographics, including Name, address, postcode. Date of birth. ...How to navigate a referral
Referral navigator When you select a referral, you will be taken to the Referral Navigator page. The patient header will display the demographics for a person and the referral reference number, date and time submitted. From this page, there are many ...