Secondary Referral Section - PM

Enter information for the secondary referral source in the Admission Referral Information form.

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 name or ID, click the Search button, and select the corresponding entry.
   • Searches can be performed by ID Number, Name, or Referral Source Category Code.
4. The Secondary Referral Source Category and Secondary 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 Secondary Referral Source-County field, select the appropriate county.
7. Click Submit.