Step Three: The referral status will be updated to ‘Recalled Referrals’. In the case of sequential preference referrals, the status of the referral will not change to until the final preference has been recalled. ‘Recalled Referrals’ If you recall a referral, you cannot send it to the same provider again. You are able to send referrals to different providers for that service. How do I issue a referral code? Select the services from the Support Step One: ‘Manage & referrals’ tab client’s Plan, and select a for the service. ‘Manually arrange via code’ Step Two: A confirmation message will be displayed. Select 'Issue referral code'. Step Three: You will receive a confirmation message that the referral code has been generated, and the details of the referral will appear under the ‘Services pending’ section. The referral code will be displayed on the referral list, and the Referral Code Letter should be printed and provided to the client. Select Referral Code to print the referral code letter. ‘Generate Letter’ How do I manage rejected service referrals? To connect clients to appropriate service providers and ensure consistency for clients, any referrals sent by you will be returned to you for actioning if they are rejected and there are no referral preferences for the client remaining.
Step Three: The referral status will be updated to ‘Recalled Referrals’. In the case of sequential preference referrals, the status of the referral will not change to ‘Recalled Referrals’ until the final preference has been recalled. If you recall a referral, you cannot send it to the same provider again. You are able to send referrals to different providers for that service. How do I issue a referral code? Step One: Select the ‘Manage services & referrals’ tab from the client’s Support Plan, and select ‘Manually arrange via a code’ for the service. Step Two: A confirmation message will be displayed. Select 'Issue referral code'. Step Three: You will receive a confirmation message that the referral code has been generated, and the details of the referral will appear under the ‘Services pending’ section. The referral code will be displayed on the referral list, and the Referral Code Letter should be printed and provided to the client. Select ‘Generate Referral Code Letter’ to print the referral code letter. How do I manage rejected service referrals? To connect clients to appropriate service providers and ensure consistency for clients, any referrals sent by you will be returned to you for actioning if they are rejected and there are no referral preferences for the client remaining.
qrg_8_-_referring_for_services_ras.docx