Create a Referral

Use this procedure to create a new referral or edit an existing referral.

Process Steps:

1. From the Left Navigation menu, click Referral or click the pencil icon on the Referral Inquiry page.
2. The Referral – Details page displays.
3. In the Referral – Details section:

• • Enter the Client # or search for a client using the magnifying glass icon (required).
  • Select Yes or No from the All Members Referred dropdown menu (required).
  • Select the Referring Locality from the dropdown menu.
  • Select the appropriate Referral Agency from the dropdown menu (required).
  • Enter a Referral Reason (required).
  • Enter the Referred Date (required).
  • Enter Comments, if appropriate.

4. Click Save + Add Referral to save your referral.
   • Repeat steps 1 through 4 to add additional referrals.

Results of the Procedure:

The referral is entered/updated.

Updated: 05/15/2015