Client Referrals

Track the participants they referred to external Establishment and/or internal programs; and their status.

Login with your Access.
Click the Referral menu option.
It will expand to display additional options.
Click the Client Referral menu option.
Client Referral Listing will display.
Click the Add button on the Client Referral screen.
Add Client Referral screen displays.
Enter Date: defaults to current date but can be changed.
Search and select the Staff: start typing the name of the staff; the list of matched names will display, choose the appropriate staff name from the drop down. The blue indicator next to the box indicates search in progress.
Search and select the Client: start typing the name : first name followed by last name. The list of matched names will display, choose the appropriate Client’s name from the drop down. The blue indicator next to the box indicates search in progress.
Check the External Establishment: a check box is available to mark if the Client Referral is external by default it is not an external establishment. If you mark the external establishment it will open two more fields

Establishment: start typing the establishment name. The list of matched names will display, choose the appropriate establishment ‘s name from the drop down. The blue indicator next to the box indicates search in progress.
Referred Services: Choose the referred service from the available drop down. The Drop down values are dependent on the Establishment you selected.

Search and select the Program: start typing the name of the program; the list of matched program names will display, choose the appropriate program from the drop down. The blue indicator next to the box indicates search in progress. Multiple programs can be associated with a distribution.
Enter Message : Type your message in the input box.
Select the Status: defaults to Submitted but can be changed to ‘Accepted’ or ‘Rejected’ also.
Click the Save to save the record and go back to Client Referral Listing.