Search for a Referral

Use this procedure to track a referral by worker or client.

Process Steps:

1. From the Left Navigation menu, click the Referral – Inquiry link.
2. In the Referral – Search Criteria section:

• • Enter the Worker ID or search for a worker using the magnifying glass.
  • Enter the Worker First Name.
  • Enter the Worker Last Name.
  • Enter the Referred From Date.
  • Enter the Referred To Date.
  • Enter the Case #.
  • Enter the Client # or search for the client using the magnifying glass.

3. Click Search.
   • The results display below.

4. Click the pencil icon to edit / view the referral on the Referral - Details page.

Results of the Procedure:

The referral is located.

Updated: 05/15/2015