Template:Closure

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The Referral Closure screen can be accessed either by clicking the "Not Closed" or "Outcome" links on the Referral Summary tab...

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...or by clicking the "Outcome Details" button on the Record a Contact screen.

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You will be taken to the closure screen, with various fields available.

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  • Referral Closure Date
  • Outcome Notes - these can be printed on a report later
  • Simple Outcome - usually important for reporting.
  • Subcategory if applicable
  • Date Awarded - relates to the following two fields...
  • Monetary Outcome, Arrears Obtained - generally used for tracking financial and benefit-related gains, but should only be used if the main Benefits feature is not being used. Figures entered here may not be counted towards the quarter's benefits total.