When using Carelever to lodge a referral, you may notice that certain service items are automatically included. This is because KINNECT has set up Carelever to default to specific service items based on the site and/or position you choose in step 1 of the referral form. However, we understand that there are situations where you may need to adjust these default items, such as when a candidate already has a valid medical or drug test, or a Coal Board Medical.

Here's a step-by-step guide to help you modify the service items during the referral process:

Begin by entering the candidate's contact details, the site they will be working at and their position.

Select the key relationships for the referral.

After completing the first two steps, you will arrive at Step 3 of the referral form. At this stage, Carelever will automatically load the defaulted service items associated with the site and position you selected.

To remove a service item:

1. Locate the service item you wish to remove.

2. Press the 'X' button located in the right-hand corner of that service item’s line.

This action will remove the service item from the order, allowing you to tailor the candidate's pre-employment requirements as needed.

Once you have modified the candidate's medical requirements to suit your needs, proceed to Step 4 and complete the submission of the referral.

By following these simple steps, you can ensure that the referral accurately reflects the candidate’s current pre-employment requirements. This flexibility allows you to provide a more tailored and efficient service.

If you have any questions or need further assistance, please feel free to contact our support team.