Welcome to our user guides

Learn how to create referrals in Viitata. Start from a client or referral list, or directly from a client’s profile.

What makes a “good match” and how are the organisations determined to be more appropriate than one another?

Learn what to do when no eligible organisations can receive a referral. Check client details, contact organisations manually, and notify administrators to ensure clients get the support they need.

Learn how to search, filter, and track referrals your organisation has sent or received. Identify key details, monitor urgent or overdue referrals, and ensure smooth case management.

Learn how to view and update referral details, track status updates, manage notes and files, review questionnaire responses, and monitor activity logs. Ensure referrals are accurate, accessible, and effectively managed across organisations.