Referral Management

1. The referral Module is now live!

Referrals can land and be triaged before being created or matched to a client profile. Superusers and Admin users have access to this new menu item. The matching capability allows you to easily identify if you have a similar client profile in your service already, by looking up some key data points (First Name, Last Name, Date of Birth).

Matching Criteria

Matching criteria is based on first name, last name and date of birth.

There are only 2 possible colours, Amber and Green.

Amber is when the match score is 2.

Green is when the match score is 3.

2. Referral management within a client profile allows the following;

• Multiple referrals per client can be added to the client profile>referrers and contacts
• New fields
  • A unique 6-character referral ID
  • Referral status
  • Link to episode
  • Provider Number
  • Presenting issues
• Ability to upload documents against referrals
• Ability to assign a GP per referral

See our overview video here:

Information to note

• If the referral module is used in conjunction with the referral tab on the client profile, the information will auto-populate from the referral module to the client profile/referral tab.
  • If you have a referral form with Tacklit, it can also apply answers to custom questions from the Referral form to the CDFs (Data fields) if/when you create a client profile
• Australian customers: Medicare refers to the latest referral day with each new referral created/updates