This guide outlines how Referring Managers can access and download a Management Referral Outcome Report within OPAS. Once a report has been released, it becomes available directly within the case record, allowing you to quickly view and save a copy for your records. Following the steps below will ensure you can locate the report efficiently and store it securely, in line with best practice.
Referring Managers will now see the report contents on OPAS.
Once the report has been released to management, they will be able to view the report on OPAS when you open the case.
We recommend management download a copy of the report to keep on the employees file as OPAS is not a document storage area.
Select “New email, letter, text or online document” within the Communications section to open the available document and correspondence options for the case. This step allows you to access system-generated outputs, including the Management Referral Outcome Report, once it has been released.
Locate the “Management Referral – Outcome Report” within the list of available documents and select “Download.”
This action will generate a PDF version of the report, allowing you to securely save a copy to your local system or employee file.
Reports are only visible in OPAS once they have been released to management by the clinician.
Open the relevant case, go to Communications, then select “New email, letter, text or online document” to locate the Management Referral – Outcome Report.
This is usually because the report has not yet been released. If it should be available, contact your Account Manager or Clarity support.
Yes—OPAS is not a document storage system. You should download and securely save the PDF to the employee’s file.
Reports are downloaded as a PDF document.
No—the report is a formal clinical document and should not be altered.
Changing this may impact report visibility. The question should remain set to “Yes”.
Access depends on your organisation’s setup and permissions. Typically, only referring managers and any “additional contributors” linked to the case can view it.
Yes, reports are securely managed within OPAS, but they should still be downloaded and stored in line with your organisation’s data policies.
Please contact your Clarity Account Manager or the support team.
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Employees can access and save a copy of their Management Referral Report once it has been shared with them via a secure OPAS link. This allows you to keep a personal copy for your records if required.
Employees can save a copy of their referral and report once sent the link from OPAS.
This will then open a print menu on the left hand side. You can either print out or to save a copy, select ‘Print to PDF’ and ‘Print’ at the bottom of the page. This will then open a save to documents window for you to save locally.
This will open a print menu on the left-hand side.
A save window will then appear, allowing you to store the document securely on your device.
You will receive a secure link from OPAS. Click the link to view your referral and report.
Downloading is optional, but recommended if you want a personal copy for your records.
Open the report, click the print icon, then select “Print to PDF” and save it to your device.
Yes—use the same print option and select your printer instead of “Print to PDF.”
The link may have expired, or the report may not yet be released. Contact your employer or referring manager.
If you believe there is an error, contact your employer or the referring manager to discuss next steps.
Yes, the link can typically be opened on mobile devices, though saving as PDF may be easier on a desktop.
Please contact your employer or referring manager in the first instance.
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