Referral Details

Use this procedure to enter referral information when a client is referred to an external agency.

Process Steps:

1. Click the edit icon on the Referral – Inquiry page.

2. Enter a Client # (click the magnifying glass to search for a Client ID).

3. Select Yes or No from the All Members Referred dropdown menu.

4. Select a Referring Locality.

5. Select a Referral Agency.

6. Enter a Referral Reason.

7. Enter a Referred Date.

8. Enter Comments.

9. Click Save+Add Referral to save all values and enter another new agency.

10. Click Submit to save all values and navigate back to the Referral – Inquiry page.

Results of the Procedure:

You have successfully entered the referral information.

Updated: 07/31/2015