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Other Referrals
This function records other agency or program information for which a client was given information. During the course of client intake, information may be given to the client about other services that may be appropriate based on the information obtained from the client. In order to track that the information was given to the client, an entry is made in the client record for each referral made. Actual referrals to these agencies are not generated by the system.
Once you have located the client's record as described in Referral Client Search and have accessed the Account Summary page (RR0027) for the client, you may record service gap information about a referral client. Select the option named Other Referrals on the sub-nav bar at the top of the page. As a result, the Other Referrals page (RR0015) is presented.
For each referral recorded in this function, the following information is displayed in the Other Referrals table.
Date Referred
Community Service Organization
More:
Adding a Referral
Viewing Other Referrals