There are two ways of making a referral via the CRMS

Using the "Create New Referral" action icon

1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, find the client's details

3. Ensure informed client consent has been obtained

4. Click the "Create New Referral" icon displayed in the "Actions" section (displayed on the far right-hand side)

5. Select the category of advice the client requires from the drop down menu

6.  A list of organisations offering this type of advice will appear.  Select the organisation you wish to refer to.

7.  Click "Continue"

8.   The client's name and address should be prepopulated.  If you wish to use different contact details tick the "Alternative Address" box and fill in the alternative details.

9. Complete any remaining unpopulated fields as required.

10.  Once you have checked all of the information is correct click the green "Create Referral" button

11.  A confirmation page will appear indicating the referral has been successfully created.

12.  Click the "Terms of Service" link to read or print the terms of service for the assigned organisation

13.  Depending on the type of consent the client has given, either click the "View/Print Data Protection Statement" or "View/Print Written Consent Form" to read or print the data protection statement/consent form

From the "Client Details" screen

1. From the client's home screen click on the blue "Make a New Referral" link (top left hand corner)

2. Ensure informed client consent has been obtained

3. Click the "Create New Referral" icon displayed in the "Actions" section (displayed on the far right-hand side)

4. Select the category of advice the client requires from the drop down menu

5.  A list of organisations offering this type of advice will appear.  Select the organisation you wish to refer to.

6.  Click "Continue"

7.   The client's name and address should be prepopulated.  If you wish to use different contact details tick the "Alternative Address" box and fill in the alternative details.

8. Complete any remaining unpopulated fields as required.

9.  Once you have checked all of the information is correct click the green "Create Referral" button

10.  A confirmation page will appear indicating the referral has been successfully created.

11.  Click the "Terms of Service" link to read or print the terms of service for the assigned organisation

12.  Depending on the type of consent the client has given, either click the "View/Print Data Protection Statement" or "View/Print Written Consent Form" to read or print the data protection statement/consent form

If the client is present when the referral is created s/he should be given a copy of the assigned organisation's Terms of Service and the Data Protection Statement.  If the client is s/he should be made aware of the assigned organisations Terms of Service and how to access any information under the Data Protection Act as appropriate (e.g. verbally over the phone or by post).

The responsibilities of the client to engage with organisation s/he has been referred to (e.g. by keeping appointments, taking appropriate documents with them) should be clearly explained.  Clients should also be advised of their rights to return to the referring organisation if they are not satisfied with the outcome of the referral.