A social service reference is a unique ID used in CallConfirmLive! to link care visits and records to the correct service user.
If one of your clients has an incorrect social service reference, you can update this via the financial tab on the client record.
📌 Note: If you use a rostering system, ensure that the social service reference is updated on their system as this will then update on CallConfirmLive!
Update a reference
To update the social service reference, follow these simple steps.
Open the client record, then click the Financial tab.
Add or remove the reference in the social services reference field.
Save and close the record.