Who can use this feature?
The Refer to Service Provider feature allows Portal Staff with the appropriate permissions to transfer a client from one service provider to another. This ensures seamless coordination of services and improves client access to the support they need.
Refer a Client to Another Service Provider
1. Access the Client Profile: Navigate to the Client profile from the People screen.
2. Refer to Service Provider: Click Actions > Refer to Service Provider.
3. Enter Referral Details: Fill in the required and any pertinent optional fields:
- Service Provider Assignment (required): Select the receiving service provider.
- Caseworker Assignment (optional): Assign a caseworker at the new service provider.
- Referral Source (optional): Indicate the reason or source of the referral.
- If Direct Contact with SSM or Self-Referred (Walk-In) is selected, additional fields will appear to capture the Marketing Sources that contributed to the referral.
- Reference Number (optional): Add any relevant reference numbers.
- Referral Notes (optional): Include additional details for the receiving service provider.
Additional Options:
- Service Needs (optional): Specify any client service requirements.
- Access to Transportation (optional): Indicate transportation access considerations.
4. Complete the Referral: Click Save to finalize the transfer.
