Referral Inquiry

Use this procedure to track referrals by worker or by client.

Process Steps:

1. From the Left Navigation menu, select a Referral then select Referral – Inquiry.

2. Enter a:

   • Worker ID

   • Worker First Name

   • Worker Last Name

   • Referred From Date

   • Referred to Date

   • Case #

   • Client #

3. Click Search.

   • Results display below

4. Click the edit icon to edit the referral information on the Referral – Details page.

Results of the Procedure:

You have successfully located a referral.

Updated: 07/31/2015