Editing a referral
From the "Referrals / Observations" page, select the referral number for the referral you want to edit. A summary of the patron's details are displayed at the top of the page that include the patron's ID, name, date of birth, and exceptionalities.
Functionality
As well as being able to edit the referral details, the following functions are available from the edit referral page.
- Assigned Equipment
- Display equipment assigned to the patron, as well as equipment reserved by the patron, and the equipment usage history for the patron. Equipment may be assigned to the patron from this page.
- Related document links
- The documents associated with this patron.
- Add / Edit Assessment
- An assessment may be added for this referral if the "Assessment needed" checkbox is checked in the assessment section of the referral form.
Edit Referral Form
The edit referrals form contains the following sections:
Referral Details
The referral details section contains the following fields:
- Patron
- A drop-down list containing a list of patrons.
- Received
- The date the referral is received.
- Completed by
- The name of the person completing the referral.
- Site
- The site where the referral originates for the patron.
Referrer's Details
The referrer's details section contains the following fields:
- Referred by
- The name of the person that made the referral.
- Relationship
- The relationship of the referrer to the patron.
- Phone
- The phone number for the referrer.
- The email address for the referrer.
Assessment Details
The assessment details section contains the following fields:
- Type
- A drop-down list containing the types of assessments that were set up in the configuration section.
- Assessment Needed
- A checkbox to indicate whether an assessment is needed. If this box is checked, assessment details for this referral will be able to be provided from the edit referral page.
Evaluation Details
The evaluation details section contains the following fields:
- Contact
- The name of the person that will perform the evaluation.
- Phone
- The phone number for the evaluator.
- The email address for the evaluator.
Referral Notes
Notes may be added to the referral. Referral notes are displayed at the end of the page in a data table including the date the note was added.