Follow these instructions to add referrals:

1. On the Client screen's vertical menu, Click Referrals.

2. Click Add.

3. Select the Type of Referral (Internal or External).
4. Select the Provider.
5. Select the Service Category.
6. Click Next.
7. Click Save.

Referral Type – Internal referrals are referrals to providers that exist in CAREWare. External referrals are referrals to other providers.

Referral Provider – A user can select any provider that exists in CAREWare for internal referrals. For external referrals they can select providers from the external provider list that is managed by administrative users (see below).

Service Category – The service categories available are for contracts that are active for that provider as of the referral date.

Follow these instructions to add external providers:

1. Click External Provider Setup.

2. Click Add.

3. Complete the provider contact form.
4. Check Active.
5. Click Save.

When editing referral records, users can enter additional data, such as a Complete Date (for external referrals only--for internal referrals this date is set by the referred-to provider) and a user-defined Referral Class.

 

Follow these instructions to update Referral Classes:

1. Click Referral Classes.

2. Click Add.

3. Enter the Referral Class Label.
4. Click Active.
5. Click Save.

In Central Administration, external providers can be added under Manage Referral Setup by following the instructions here:

1. Click Administrative Options.
2. Click Manage Referral Setup.

See the above instructions for adding external referrals and adding referral classes.