Creating an outbound referral

There are 2 ways that you can create an outbound referral.

The first one is in the discharge screen if you are discharging the client from your service.

• Select the client and click on the Referrals tab
• Highlight the appropriate referral and click View.
• Click Discharge.
• Select the refer-out radio button.

This process is typically used during the discharge or closure of referrals for a client.

The other option is creating an outbound referral whilst the client is still within service.

• Select the client and click on the Referrals tab.
• From the Referrals tab click New Outbound Referral.