Page 28 - Part B

Information, Advice or Guidance

Did you mention any of the following?

Systems for recording the signposting or referral of clients could include:

• Amendments to necessary information held on the client

• Destruction of information no longer needed on the client

• Up-to-date information on the relevant organisations for signposting/
referring.

A Activity 2: Similarities and differences in recording
signposting or referrals

The Healthy Minds Company signposts and refers clients on a
regular basis, aiming to make sure all their clients receive the
best information, advice or guidance possible.

In the table below, compare the similarities and differences
between your own organisation’s policies on recording the
signposting or referral of clients, and the policies of Healthy
Minds Company.

Healthy Minds
Situation Own organisation
Company

Referral must be
First contact with
referred/signposted documented in UCloud
(a client information
organisation
database)

Contact the referral
Second contact with provider to coordinate
referred/signposted the referral and increase
organisation
likelihood of success

Referral follow-up must
Following referral be documented in
UCloud

Complete the ‘Referral
Case Coordination Log’
Final steps
for the referred/
signposted client.

26