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Internal Referral Waitlist - PM

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Manage internal referrals assigned to you that have been put on hold.

  1. Go to: Avatar PM > Referral Management
  2. The Internal Referral grid displays all open referrals that have been marked with a status of Waitlist and assigned to you in the Internal Referrals Type Maintenance form.
  3. Use the Add or Edit field to manage the waitlist. Clients are added to the waitlist as a result of processing a referral, but they can also be added manually.
  4. Click Export Internal Referral Waitlist to generate a file of the existing waitlist information.
  5. The Internal Referral Information field additional details about the referral.
  6. In the Internal Referral Date field, select the date that the referral was created.
  7. In the Select Client field, select the client to create a referral for directly from the waitlist form.
  8. In the Episode field, select the specific client episode.
  9. In the Waitlist Type field, select the internal referral type.
  10. In the Waitlist Status field, select whether the referral status is:
    • ​Closed (Send To Do Item)
    • Removed
    • Waitlist
  11. In the Reason for Closure field, indicate why this referral was closed.
  12. In the Reason for Removal field, indicate why this referral was removed.
  13. In the Waitlist Comments/Disposition field, enter any additional remarks that might be useful to clarify the chosen status.
    Note:     These comments will appear in the To-Do alert for the user who initiated the referral.
    • If this user is no longer active in the system and/or the client is no longer on that user's caseload, the To-Do alert will be routed to the attending practitioner for the client episode associated with the referral.
    • If the client is no longer active in that episode, the To-Do alert will be sent to any attending practitioner assigned to any active episodes for the client.
  14. In the Priority field, indicate the priority of this referral.
  15. Click Process Waitlist Item. This will create a To-Do item for the users indicated on the referral type (Internal Referral Type Maintenance form).
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