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Referral Section - PM

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Grant or revoke consent for sending and receiving referrals.

  • A referral consent must be created for the client in this form in order to create a referral in the New Referrals form.
  1. The Consent for Referral grid displays the information for the system's current referral consents.
    • Once filed, individual rows can be edited but not deleted.
  2. In the Provider field, search for and select each provider to populate the in the Providers field.
  3. In the Providers field, select the providers to grant consent.
  4. In the Consent to Send field:
    • Select Grant if the client has granted consent for the organization to send referrals to the specified provider.
    • Select Revoke if the client has revoked consent for the organization to send referrals to the specified provider.
  5. In the Start and End Date fields, enter the beginning and ending dates for the consent, as required.
    • If consent is being revoked, the End Date will not be enabled.
  6. Click Submit.
► SQL Tables
  • AUDIT.referral_consent