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Version 7 Published 4 December 2019
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What happens when a duration limited referral expires?
When a duration limited referral is due to expire a warning displays, and when it has expired an expired message displays then no further appointments can be created with this referral attached.
View the video - V7 Referral Updates. This aasterclass tutorial explains how to use the new referral functionality in the V7 release of Bp Allied, including indefinite referrals, managing the expiry of duration based referrals as well as using the allow multiple current referral option. Also included is the Client Management report and other tips for managing multiple current referrals.
Referral Details
If the referral is set to "Current Referral" then it will automatically attach to an appointment when created regardless of whether it has expired or not.
This is the number of visits that are left on this referral and is not relevant for a duration based referral.
This is calculated bay taking the Duration (No of Visits) allowed by the referral and subtracting the Qty Used (Number of appointments created using this referral).
If it is a duration limited referral or an indefinite referral then the Qty Remaining will display a negative number.