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Feature

Referrals & Intake

Take referrals from local authorities, NHS discharge teams and families with a fixed intake form. The safeguarding question is mandatory. Submitted referrals can't be deleted, and staff convert them to service users manually.

Reg 9 – Person-centred careReg 13 – Safeguarding service users from abuse and improper treatmentReg 17 – Good governanceKey question: ResponsiveKey question: Safe

What it does

  • Fixed-schema referral form
  • Mandatory safeguarding field
  • Immutable submitted records with status audit trail
  • Manual, reviewed conversion to a service user
Works with

Related features

Care Planning & AssessmentsSpeak, don't type. Smart-Note turns assessments into structured, person-centred care plans.Learn More →Incidents, Safeguarding & ComplaintsLog, investigate and learn, with duty of candour built into the workflow.Learn More →Family & Professional AccessConsent-based sharing with families and visiting professionals.Learn More →

See Referrals & Intake in action