The easiest way to respond to a referral is to check the “Inbound Referrals” tab in your Joy CMS. Any new referrals from any of the linked GP practices will land there in the “Awaiting Response” tab.

To accept a referral

  1. Click on ‘Inbound Referrals’
  2. Click ‘Open’ on the far right hand side of the patient.
  3. Click Accept at the bottom of the page.
  4. It will then give you the option to connect to the clinical record, simply select the right practice from the drop down menu.
  5. Once accepted you will be given the option to either ‘View Profile or ‘Add to the clinical record.’
  6. If you would like to send this action back to the clinical record click ‘Add to clinical record’
  7. Select to appropriate clinical system.
  8. Add the appropriate SNOMED code

https://www.loom.com/share/de29906acdd945dcaf47b2d3d46540ea?sid=64282657-7a7e-49f2-9245-46d7816a3ded

Once this is done, the client will be moved to “Past referrals” and your client list, or the client list of whomever they were assigned to.

If you wish to decline a referral, please open the referral and click ‘Decline’ and write a response to the referrer so they understand why the referral was declined.

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