Case Assessor Role

After submission of a case by a lead referrer, the case assessment step allows the assessor to view all the information across the stages.

Submission Completion

They will decide whether the submission is complete i.e. all sections they would expect to be complete are completed, any supporting documents are present and even whether further information should be added to the need form. If not complete then the assessor can add a message and mark incomplete which will prompt the lead referrer to resubmit.

⁠

Further Information Required⁠

⁠

Once the assessor is happy then they can mark as complete and make their decision.

Decision

If the submission is accepted as complete, a decision can then be made to Accept or Reject the referral.

The decision will need to be justified and a note for the parent carer and practitioner can be made. All contributors and the GP will be informed of the decision.

⁠

Confirmation Emails⁠

⁠

Demonstration Video

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.