Contents
-
Provider Referral Agreement
This object allows for the recording of additional optional information to be captured for provider participating in the referral process. The data is utilized in the Referral Provider Search function. In order for a provider to be returned in the search results for referrals, an agreement must be completed and the provider participation status must be Active.
The Referral Agreement contains basic information concerning the provider's business such as vacancies, curriculum and Program Information.
Providers who may participate in the referral process are registered and licensed.
Referral information about the Provider is obtained as an optional page in the Provider Referral Agreement.
If a provider chooses to participate in the Referral process, the Referral Status is Active.
The information for the Referral Agreement may be updated as necessary by the provider.
The first step in creating a new referral agreement for a provider who has never had an agreement in the past is to change the status from Inactive to Active. By doing so, the information that has been captured in the Licensing process will be populated in the appropriate fields as they are described in the following sections of the referral agreement.
This copy feature only works for the initial agreement. Any changes made as you are recording the referral agreement information will be maintained in the referral area only. No changes will overwrite the Licensing information. In addition, subsequent changes in licensing information will not automatically change the referral agreement.
In order to access the Provider Referral Agreement function, go to the Provider Account Summary page (LM0083).
Select the menu option Referral Agreement under Account Options. As a result, the Provider Referral Agreement page (PM0159) is displayed.
This page presents the following information:
Referral Status
The status will be either Active for a participating provider or Inactive for a non-participating provider.
Last Updated
The date in this field represents when the referral agreement was last updated.
Notes
Any notes pertaining to the referral agreement will be displayed in this area.
More:
Completing the Referral Agreement
Update Referral Status
Additional Fees
Program Information
Provider Schedule and Services
Provider Vacancy and Capacity
Referral Provider Information - Registered Homes