What happens when a referral expires?


When an appointment is created using a "current" referral that has no available appointments left then the following warning is displayed. The appointment can't be created with this referral attached.
What happens when a referral expires?
1

Referral Details

1. Referral Details
If the referral is set to "Current Referral" then it will automatically attach to an appointment when created regardless of whether there are any appointments left.
2

Number of visits this year

2. Number of visits this year
This is the number of appointments the client has had in this calendar year
3

Number of visits left on this referral

3. Number of visits left on this referral
This is the number of visits that are left on this 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).
 
 
4

Referral has expired

4. Referral has expired
When the number of visits left on the referral is zero then the Referral visits completed warning displays.
5

OK

5. OK
Click OK to close the warning.
The referral will need to be removed so that the appointment can be created.