Update referral details or contact details
To update the person’s details, select 'Referral Details' from the left-hand navigation menu.
- Choose an option in the Referral information navigator. This will display the current information.
- To make an update select 'Update', change the fields as required and select 'Save'.
- Click on the person's name above Referral Details on the left-hand navigation menu and this will update the patient header.
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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 update patients details
How to update Referral Details for a patient Open a patient record and then click ‘Referral details’ (on the left-hand side): Click on the details you would like to update, e.g. ‘Consent details’ and click ‘Update’. Update the details and then click ...How to view and update a contact
Step 1 - Find the person Click on the 'People' tab and then use the person finder to enter the person's first name and last name or NHS number, then click 'Search person'. Step 2 - Select the person and click on Referral Contacts Click on the ...Referral Details Form
This section will load the referral form and the user will be able to view the details on the received referral form as read-only.