Managing referrals

Searching for referrals

1. Click on ‘Referrals’, then ‘Search referrals’. You can search by a start or end date or use the free text box to enter information about your referral e.g. name, address, telephone number.  

2. You will need to tick the ‘Only show active referrals’ box to see your live referrals in the system. If you do not tick this box, it will show you every referral raised. Click ‘Search again’. 

GoodSAM screen grab search referral image

3. Once you have found the referral you will be able to edit the information, view the status or cancel it, depending on the type of support selected.  

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Page last reviewed: 11 September 2024