2. Enter the referral code and select client’s ‘Retrieve referral’. The referral will now be added to the 'Incoming referrals' page. You will be directed to the 'Incoming referrals' page where you can view details of the referral. Depending on client preferences, and your capacity to provide services, you can: accept or reject the referral for service(s); or reject the referral to waitlist. It is critical that you review the referral and client information and that you have decided to provide services to the client prior to accepting the referral. only accept the referral if both the provider and client agree to commence services. Note: How do I accept an electronic referral for waitlist? If a service provider chooses to utilise the waitlist function in the provider portal, they will be able to receive electronic referrals for waitlist. This allows a client to be placed on a waitlist for a particular service until the service becomes available. To view referrals for waitlist, navigate to the and select ‘Service referrals’ page ‘Show referrals for in the tab. Waitlist’ ‘Incoming referrals’ Select the arrow at the top right of the referral to display information about the referral. You can accept or reject the referral based on this information. Alternatively, if you want to see more client information, select full client to view details of the referral. “View record” To accept the referral to waitlist, select to on the ‘Accept waitlist’, then ‘Accept’ confirmation modal. The referral will now appear in the tab in the page. ‘Waitlist’ ‘Service referrals’ To reject a referral to waitlist, select and enter reason for rejection and ‘Reject referral’ select ‘Reject’.
2. Enter the client’s referral code and select ‘Retrieve referral’. The referral will now be added to the 'Incoming referrals' page. You will be directed to the 'Incoming referrals' page where you can view details of the referral. Depending on client preferences, and your capacity to provide services, you can: accept or reject the referral for service(s); or reject the referral to waitlist. It is critical that you review the referral and client information and that you have decided to provide services to the client prior to accepting the referral. Note: only accept the referral if both the provider and client agree to commence services. How do I accept an electronic referral for waitlist? If a service provider chooses to utilise the waitlist function in the provider portal, they will be able to receive electronic referrals for waitlist. This allows a client to be placed on a waitlist for a particular service until the service becomes available. To view referrals for waitlist, navigate to the ‘Service referrals’ page and select ‘Show referrals for Waitlist’ in the ‘Incoming referrals’ tab. Select the arrow at the top right of the referral to display information about the referral. You can accept or reject the referral based on this information. Alternatively, if you want to see more client information, select “View full client record” to view details of the referral. To accept the referral to waitlist, select ‘Accept to waitlist’, then ‘Accept’ on the confirmation modal. The referral will now appear in the ‘Waitlist’ tab in the ‘Service referrals’ page. To reject a referral to waitlist, select ‘Reject referral’ and enter reason for rejection and select ‘Reject’.
provider_qrg_-_managing_referrals_for_service.docx