There are several methods of recording Referrals.

Referral Services

If you are referring a Client to another provider for Services, you can record the Referral as a Service.

Creating a Referral

1. Navigate to the Client Workspace and find the Client in question. From the Client's dashboard, select Referrals from the Client Management Menu Group.

2. The Client Referrals form will display a list of all existing Referrals for this particular Client.
   Select Add New Referral to proceed.

3. On the Referral Form, enter the Referral Date and the Referral Service from the dropdown menu.

4. Use the Find icon to fill in the Refer to Provider field with the agency referral recipient.

5. The Refer From Provider field defaults to your Organization. Use the Find icon to select a different provider if needed.
6. The Refer From User field also defaults to the current User, but can be changed using the Find icon.
7. Select the Status of the Referral and add any Comments, if needed.
8. Select an Associated Need/Barrier, if applicable, and select Next.

9. The next page is for Voucher and Information Release. If your Organization has authorized a voucher for this Service, select Voucher is Authorized.
10. If the Client has authorized that their information can be released to the selected provider, check the Email Authorized checkbox. This will cause a window to open upon form completion of this form that allows you to write an email to this provider with information regarding the Referral. To proceed, select Next.

11. On the third and final form, enter the Date Acknowledged by the Referral recipient and any other desired information. Select Finish to close.

12. Once the Referral has been made, it will display on the Client Referrals form, where several actions can by taken using the Action button to the left of the Referral date. These actions include Edit Referral, View Referral Outcome, View Services that Reference the Referral, Get Directions to a Provider, Viewing or Printing a Referral Voucher, or Delete Referral.

Quick Referrals

The Quick Referrals feature allows you to quickly make multiple Referrals for a Client.

Creating Multiple Referrals for One Client

1. Navigate to the Client Workspace and find the Client in question. From the Client's dashboard, select Referrals from the Client Management Menu Group.
2. On the Client Referrals page, select Quick Referrals.

3. One the Quick Referrals form, select a Referral Screen from the dropdown menu, which will display corresponding Referral Services.

4. Select the desired Services by checking the checkbox next to each Service applicable to your Client.
5. Once all information has been entered, select Save & Close to finish.

Referral In

The need may arise for certain Users to record a Referral into their own Organization. To do so:

1. Navigate to the Client Workspace and find the Client in question. From the Client's dashboard, select Referrals from the Client Management Menu Group.
2. On the Client Referrals page, select Referral In.

3. Since the Client is being referred to your Organization from another provider, verify that
   your Organization's name is in the Refer to Provider field.

4. Complete the additional information for Referral Reason, Providers, and Outcome.
5. Select Save to finish.

Referral Eligibility

Referral Eligibility criteria is determined by your system administrator, though it is possible for Users to view Referral Eligibility for various Referral Services. To monitor Referral Eligibility for a
particular Client:

1. Navigate to the Client Workspace and find the Client in question. From the Client's
   dashboard, expand Referrals from the Client Management Menu Group, then select Referral Eligibility.

2. The Referral Eligibility form displays Referral Services that have Eligibility criteria. The selected Client is evaluated against Eligibility Criteria for each Referral Service, and a result for each is displayed in the columns.