Note: Deleting referrals requires referral deletion permission.�Contact your organisation superuser if you require permissions or a referral to be deleted.
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If you have made a mistake and recorded a referral for the wrong person or into the wrong team or service you can delete it.��Please note:�If you have accidentally created a duplicate client then deleting the referral will not delete the client.� A data fix will need to occur to delete the client.
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How to delete a referral
View a person's record and go to the Referrals page, View the referral you want to remove.
In the referral details select Delete
Recordbase will check if any information has been recorded against the referral, it will check for any�
- Activities
- Notes
- Employment plans
- Goals
- PRIMHD reviews
- Purchase orders
- Outcome tool
If there hasn't, then a confirmation will be displayed�
Delete this referral will remove the referral from the person's record.
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If there has been any information linked to the referral, it will be listed on the screen. Until this information has been removed, you will be unable to delete the referral.
If you would like to leave this information on the screen while you remove information, you can select View this list in a new window and the screen will open up in a new tab or window so that you can refer back to it.
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Once it has been moved or removed go back through the process to delete the referral and the confirmation message should appear.
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