Learn how to communicate with other referral stakeholders using the Messaging functionality.
When processing and managing incoming eReferrals, it can be necessary to communicate with the other referral stakeholders to gain additional or missing information. This is achieved using the 'Messaging' area within an eReferral.
Optional Step
Note: This is an optional step in the Guide to Receiving eReferrals, since it may not always be relevant or necessary to communicate with other referral stakeholders.
How do I send a message?
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Within the 'Messaging' area, simply select the appropriate message recipient using the 'To:' dropdown (if multiple stakeholders are involved in the referral), type your message into the text box, optionally add an attachment, and press 'Send'.
When multiple stakeholders are involved in a referral, the 'To:' dropdown menu displays the name of the involved stakeholder's Directory Listing and Ocean Site. However, since it is not mandatory for referral senders to be associated with a Directory Listing, the referral sender's full name and Ocean Site will simply be displayed for selection instead.
Tip: For increased efficiency, you can also create canned responses for your Ocean Site that are easily selectable using the speech bubble icon.
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The message recipient will receive an email notification that you have sent them a message.
Note: All messages within an eReferral are visible to all referral stakeholders.
Additional Message Functionalities
- Once a message has been sent, additional functionalities can be accessed by clicking clicking on the message header.
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Note: The 'Amend' and 'Delete' options are only available to the user who sent the message.
- Download Addendum Letter
- Downloads a PDF document containing basic eReferral information and the selected message.
- Amend
- Copies the selected message into the new message text field, to allow for additional information to be added.
- Delete
- Deletes the message.