Enter admission referral information - PM

Enter a client’s referral source information. Editing information in this form does not affect the referral source.

Prerequisites:

• A referral source must be set up in the Referral Source Maintenance form.

1. Go to Avatar PM > Client Management > Client Information.
2. In the Select Client screen, enter the client name or ID to search for and select the client.
   • If the client has multiple episodes, the Episode Information pre-display shows. Select the episode and click OK.
3. In the Primary Referral Source Code field, enter the referral source name or ID, and select.
4. The Primary Referral Source Category and Primary Referral Source Specialty fields show the information defined in the Referral Source Maintenance form.
5. In the demographic fields, enter referral source demographic information as appropriate.
6. In the Primary Referral Source-County field, select the appropriate county.
7. When finished, click Submit.

► Additional Sections

• Secondary Referral
• Other Referral-1
• Other Referral-2

► SQL Tables

• SYSTEM.admission_referral_data

► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - PM - Admission Referral Information.docx