To create a referral you need to be set-up as a Referrer

1.  Ensure client consent has been obtained

2.  Login to FORT and select "Referrers" from the main menu

3.  Click "Create Referral" (near the bottom of the page)

4.  Select the category of advice the client requires from the drop down menu

5.  A list of organisations offering this type of advice will appear.  Select the organisation you wish to refer to.

6.  Click "Continue"

7.  Fill in the referral form, ensuring all fields marked with an * are completed

8.  Once you have checked all of the information is correct click the green "Create Referral" button

9.  A confirmation page will appear indicating the referral has been successfully created.

10.  Click the "Terms of Service" link to read or print the terms of service for the assigned organisation

11.  Depending on the type of consent the client has given, either click the "View/Print Data Protection Statement" or "View/Print Written Consent Form" to read or print the data protection statement/consent form

If the client is present when the referral is created s/he should be given a copy of the assigned organisation's Terms of Service and the Data Protection Statement.  If the client is s/he should be made aware of the assigned organisations Terms of Service and how to access any information under the Data Protection Act as appropriate (e.g. verbally over the phone or by post).

The responsibilities of the client to engage with organisation s/he has been referred to (e.g. by keeping appointments, taking appropriate documents with them) should be clearly explained.  Clients should also be advised of their rights to return to the referring organisation if they are not satisfied with the outcome of the referral.