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Admission Referral Information - Secondary Referral Section - Cal-PM

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Enter a client’s secondary referral source information.

  1. Go to:Avatar PM > Client Management > Client Information
  2. In the Select Client screen, enter the client ID in the Client Name/ID field, click the Search button, and select the corresponding entry.
    • The Episode Selection window shows if the client has multiple episodes.
    • Select an episode, click OK.
  3. In the Secondary Referral Source Code field, enter the referral source, click the Search button, and select the corresponding entry.
    • Searches can be performed by ID Number, Name, or Referral Source Category Code.
    • The Primary Referral Source - Category, and Specialty fields show the information defined in the Referral Source Maintenance form.
  4. In the Demographic fields, enter referral source demographic information as appropriate.
  5. When finished, click Submit.
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