Saved referrals

This guide shows how to save an incomplete referral and where to go to find it once it has been saved.

When completing a referral you can click the Save Referral button at any time.

Once saved there are two locations you will be able to access this referral to continue it.

1. Select Homepage
2. Locate the relevant referral in the Active Management panel.
3. Click Open

OR

4. Click Management Referral
5. Select Pending
6. Locate the relevant referral and click Open