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Closing a Referral (Handlers) |
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1. Login to FORT and select Handlers from the main menu
2. Click View beside My Referrals
3. Select the referral you wish to close and click the referral reference number to display the referral details
4. Select Yes from the 'Handler close request' field
5. Click Update Referral
The referrer will get an email letting him/her know you have dealt with the referral. Once he/she has viewed the referral under Active Referrals section and has agreed to close it, it will be taken off the system.
Please note: - Before closing a referral please ensure you have selected a Referral Outcome status, input a date of first contact (if appropriate) and provided a sufficient level of feedback for the Referrer in the notes section.
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