How to Set Up Agencies to Accept Referrals

To ensure that your agencies are configured correctly to accept referrals, please follow the steps outlined below. Each step includes instructions for adjusting settings in the Contracts and User profiles within your Case Management Software.

Step 1: Enable Agency to Accept Referrals

  1. Navigate to the Contracts section.

  2. Locate and select the agency and program you wish to configure. Use the search function if needed to find specific entries quickly.

  3. In the agency’s settings, find the Accept Referral option and enable it. This allows the agency to start receiving referrals for the selected program.

Step 2: Configure User Security Settings for Referrals

Users involved in the sending and receiving of referrals must have the appropriate security settings enabled. Follow these steps to configure these settings:

For Users Sending Referrals

  1. Go to the User Profile of the individual who will send referrals.

  2. Check to ensure that the Send Referral option is enabled in their security settings.

For Users Receiving Referrals

  1. Access the User Profile of the user who will receive referrals.

  2. Ensure that the Receive Referral option is enabled in their security settings.

  3. Users receiving referrals must also have access to the programs the client is enrolled in. To add a program to a user’s profile:

    1. Navigate to the Programs section within their profile.
    2. Click on Add to include the relevant program to their account.

By following these steps, you can ensure that both agencies and individual users are properly set up to send and receive referrals efficiently. This setup helps maintain a smooth operational flow, reducing errors and ensuring clients receive the assistance they need promptly.