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Creating a PRIMHD referral
Creating a PRIMHD referral
Updated over a week ago

Noted integrates with the Ministry of Health’s PRIMHD portal to provide automated PRIMHD reporting.

  • Before creating PRIMHD records for new clients you must record their referral to your service.

  • NOTE: This feature is for registered PRIMHD-approved organisations in New Zealand.

To add a PRIMHD Referral:

  1. Search for or Add the client and navigate to their records screen

  2. From the Records dropdown menu below the Client ID, select PRIMHD referrals

  3. Click Create referral, add the necessary details then click Save when finished

Tip: An organisation administrator can update The referral codes available in the Administration area

NOTE: The end date is only filled in when the client is discharged from your service.

When a client stops receiving service

When the time comes for a client to stop receiving your service, you need to record their outgoing referral code in the same way you recorded the incoming referral.

  1. Search for the client and navigate to their record’s screen

  2. From the Records dropdown menu below the Client ID, select PRIMHD referrals

  3. Click Edit on the top-right of the previously entered referral form. The information originally entered will be included in your new entry

  4. Leave the pre-populated information then enter the end date (when your client finished receiving your service) and select the appropriate outgoing referral code

  5. Click Save when finished

Updating referral for return to service

If a discharged client returns to receive your service in the future, you can create a new PRIMHD referral for them in the same way as above. Click Create Referral, enter the necessary details and click Save when finished.

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