Record a reply to a staff health referral
For Manager, Owner
- Open Home, then Staff Risk Assessments.
- Find the assessment that was referred to occupational health or the GP.
- Tap the ⋯ button on its row, then Record the reply. Put in the date the reply came, then tap Record the reply again.
- Put what it said in the row’s notes, as an outcome, not a diagnosis.
When it’s done
You see “Reply recorded”, and the referral stops coming up as waiting for a reply.
If it doesn’t work
- Record the reply isn’t in the ⋯ menu: the row’s outcome isn’t a referral, or the reply is already in.
- It says the app needs a database update first: tell the Owner. The reply can’t be saved until then.