Process Internal Referrals - PM

View and manage all referrals that have been sent to you.

Prerequisites:

• Your user name must be designated in the User(s) To Receive Internal Referrals field on the Internal Referral Type Maintenance form.

1. Go to: Avatar PM > Referral Management > Process Internal Referrals
2. The Internal Referral grid displays all referrals with an open status that have been assigned to you.
3. The Internal Referral Information field displays additional details about the referral.
4. In the Internal Referral Status field, select whether the referral status is:
   • Accepted
   • Rejected - More Information Needed
   • Rejected
   • Waitlist - This selection is only enabled for referrals with a waitlist indicated on the Internal Referral Type Maintenance form.
5. In the Internal Referral Comments field, enter any additional remarks that might be useful to clarify the chosen status.
   • 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   • If this user is no longer active in the system and/or the client is no longer on that user's caseload, the To-Do alert will be routed to the attending practitioner for the client episode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   • If the client is no longer active in that episode, the To-Do alert will be sent to any attending practitioner assigned to any active episodes for the client.
6. Click Process Internal Referral.

► See Also

• How to Complete Internal Referrals

► SQL Tables

• SYSTEM.internal_referral_proc