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iaptus helpsite / Treatment / Patient Referrals / Editing a patient’s referral

Editing a patient’s referral

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To edit a patient’s referral, find the patient record and select the correct referral on the boarding card(if they have more than one). Go to the Referral Data tab and click Edit.

You will be taken to the completed referral form and you can edit any of the information. Click Save changes to confirm your changes.

All changes made to the Referral form will be logged in the History table. You will see who made the changes, which therapist the patient was allocated to at the time and the date and time the changes were made.

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Viewing a patient referral

To view a patient’s referral, locate their patient record then click on the Referral Data tab. You can see the information recorded within the referral

Deleting a patient’s referral

Superusers can only delete a patient referral if there are no clinical contacts or other treatment information attached to the referral. If this has not

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