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. Step One: To view referrals for waitlist, navigate to the page and ‘Service referrals’ select referrals for in the tab. ‘Show Waitlist’ ‘Incoming referrals’ Step Two: 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 ‘View record’ the referral. Step Three: To accept the referral to waitlist, select to ‘Accept waitlist’, then ‘Accept’ on the confirmation modal. The referral will now appear in the tab in the page. ‘Waitlist’ ‘Service referrals’ Step Four: To reject a referral to waitlist, select and enter reason for ‘Reject referral’ rejection and select ‘Reject’. The referral will no longer be displayed in your tab. ‘Incoming referrals’ To receive electronic referrals to waitlist, the Administrator for your organisation must ensure that for specific services is set to This ‘Waitlist availability’ ‘On’. procedure is described in Section 2.5 of the . Moving a waitlisted referral into ‘Accepted services pending’ When you are able to provide services to the client that you placed on your waitlist, you need to move this referral into your services tab. The steps ‘Accepted, pending’ to move a referral from the waitlist to services are outlined below. ‘Accepted, pending’ Step One: From the provider portal homepage, select ‘Service referrals’.
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. Step One: To view referrals for waitlist, navigate to the ‘Service referrals’ page and select ‘Show referrals for Waitlist’ in the ‘Incoming referrals’ tab. Step Two: 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. Step Three: 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. Step Four: To reject a referral to waitlist, select ‘Reject referral’ and enter reason for rejection and select ‘Reject’. The referral will no longer be displayed in your ‘Incoming referrals’ tab. To receive electronic referrals to waitlist, the Administrator for your organisation must ensure that ‘Waitlist availability’ for specific services is set to ‘On’. This procedure is described in Section 2.5 of the . Moving a waitlisted referral into ‘Accepted services pending’ When you are able to provide services to the client that you placed on your waitlist, you need to move this referral into your ‘Accepted, services pending’ tab. The steps to move a referral from the waitlist to ‘Accepted, services pending’ are outlined below. Step One: From the provider portal homepage, select ‘Service referrals’.
provider_portal_user_guide_part_two_-_team_leader_and_staff_member.docx