Create a referral via an internal form in RIVIAM Workflow or the Service Directory

There are several ways to create a new referral whilst logged in to RIVIAM Workflow. The diagram below gives instructions on creating a new referral depending on whether the person or the Contact is already known to RIVIAM.

Please see the three scenarios below and instructions on how to create a new referral:

Referrers are also able to submit a referral from a Service Directory. The Service Directory provides descriptions and customised forms for each listed service.

Inside the RIVIAM web users can submit a new referral for a person. From the people search results, the user can create a new referral for that person.

In the 'People' tab, search for the person needed. Click on the 'Select person' link.

To create a new referral, select the 'New Referral' button. This will launch the referral form.

Image: The form loads

As the person is already known to RIVIAM, only three sections of the form will need to be completed.

1. The Contact/referrer details.
2. Triage.
3. Outcomes.

Complete all the sections on the form and select 'Submit Referral'.

A pop-up will appear confirming that the form has been submitted successfully, and a referral number will be generated. For example:

Image: Pop-up box with success message

The new referral will be routed to the appropriate service provider (pod). Users assigned to the pod will receive an email notification that a new referral has been received.

Image: Email notification example

The new referral will be listed if the user uses the People Search.

Image: Referral found in RIVIAM web

• Related Articles

• Read the RIVIAM Multi-agency Referral hub service user guide

  The purpose of this document is to provide a guide for users of RIVIAM’s Multi-agency Referral Hub Service. The first part of the guide explains the benefits of the service and how it can be used. It then takes you through each aspect of the service ...

• A referral via the Hospital Discharge Service

  <br> When a patient is admitted to the hospital, the Discharge Liaison Officer or Ward Nurse can complete an online referral form to identify the support and care a person may require, enabling them to be discharged from the hospital. ...

• A professional referral via the website form

  <br> A professional referrer can create a referral via an external website form. The user can launch the online form on the professional page by selecting 'Submit Referral'. Image: Professional form This online form can be built to the ...

• Contacts page

  Contacts landing page Select the 'Contacts' tab in the top menu. Here you will find the contact's information and use shortcuts to help you perform your role. This includes: Last 10 contact subscriptions – shows the contact records you have ...

• Organisational pods (or pathways)

  Inside the Referrals tab, the user will see an overview of all the organisational pathways they have been assigned to and therefore can have access to. These are sometimes referred to as Organisational Pods. The user will only see the referrals ...