Saving and Retrieving Draft Referrals

At any point during the creation of a referral, it is possible to save the referral as a draft and return to it at a later point to complete or delete it.

To save a referral as a draft:

  1. Create a referral in the usual way, see Adding a Referral if required.
  2. After selecting a patient, select Save as Draft .
  3. The referral is then saved as a draft and held in the Referral Inbox until you return to resume or delete it.

To retrieve a draft referral:

  1. From the Referral Inbox screen, find and highlight the draft referral required from the left hand column.
  2. The referral displays in the Referral Options section of the screen. Select either Resume or Delete the referral:

Note - A draft referral remains in the Referral Inbox until it is either completed or deleted.
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