Referral & pre-intake
Organize referrals by acuity, risk indicators, and urgency into a clinician-reviewable ranking — not an autonomous decision.
Pro access required. Review the current offer in the app before paying.
The task
A service needs a consistent summary of referrals before a clinician reviews the waiting list.
The dedicated form keeps region, client age band, waitlist / referral details in one task-specific starting point. You supply the context, review the draft, and decide what to use.
Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.
From input to draft
Sample input
Fictional referrals: A requests help with work stress; urgency is not recorded. B reports a recent deterioration and has requested a prompt clinician call. C requests a routine appointment after moving. Organize the supplied facts and unanswered questions without assigning risk.
Illustrative draft
B: prompt clinician contact requested; deterioration needs clarification. A: urgency unknown; obtain missing information. C: routine appointment requested. Final order and response remain for the service clinician.
Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.
In the application
| Input | Choices or guidance | Access |
|---|---|---|
| RegionRequired | 3 available choices
| Standard |
| Client age bandOptional | 4 available choices
| Standard |
| Waitlist / referral detailsRequired | Paste referral notes, acuity indicators, known risk flags… | Standard |
Region labels describe available settings, not legal or regulatory certification. Experimental options may change.
Before you begin
Region, Waitlist / referral details The current fields and available settings are listed above.
The live catalogue marks this as a Pro tool. Check current access and payment terms in the app.
A ranking is not a risk assessment. Missing information must not be treated as evidence of low risk, and urgent situations need the service's normal response.
Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.
