Open Add Referral and select the intended patient. Check their identifying details before reusing an existing record.

Enter the referral reason and clinical details, then choose the appropriate urgency. Create Referral saves the record; forwarding is a separate action.

Open the journey and choose Forward. You can find a destination on the network or enter an external recipient email, depending on your access.

For an external recipient, check the email carefully before choosing Forward and Send. The network route uses the separate destination finder.

Review the updated journey and confirmation. A forwarded record and a successfully sent email are separate outcomes; confirm both before following up.