- Referral Tab Layout
- Referral Details
- Case Summary at Intake
- Summary of Activity Not in System
This article is meant to assist you with the Referral Tab in a Case Screen. If you are currently not tracking referrals in your agency and would like to start, go to Organization Preferences > Settings > enable the setting "Referrals: Track pending and rejected referrals".
If you have a question not addressed here, you can contact support at email@example.com.
Referral Tab Layout
If your agency is tracking referral details, the Referral tab will appear between the General and Health tab. By default, cases will track the referral details of a case. If you do not need to track the referral information for a specific case, un-check the box "Track referral details".
Image: “Case Screen: Referral Tab Layout”
By default, the fields Referral Date/Time, Response Date/Time, Who Took Referral, and Targeted Placement will appear under the Referral Details section. Other fields such as the Referral Source, name of the Referring Worker, and the referrer's phone and email, can be enabled by an Agency Administrator in Organization Preferences.
Image: “Referral Details Section”
Case Summary at Intake
Enter any known information about the referral in regards to previous placements and health records in the Case Summary at Intake section.
Image: “Case Summary at Intake Section”
|Number of Prior Placements
|Number of prior placements the client has gone through
|Number of Prior Caseworkers
|Number of caseworkers who have worked with the client
|Prior Agency Name(s)
|List any agencies the client was previously with
|Indicate the placement preference of the client
|Prior School District
|Client’s prior school district
|Permanent Plan Goal
|Permanent plan goal for the client
|Last Well Visit
|Date of last well child visit
|Date of last dental exam
|Date of last therapy session
|Date of last psychological exam
|Last Vision Exam
|Date of last vision exam
|Last Hearing Exam
|Date of last hearing exam
|Last TB Test
|Date of last tuberculosis test
Summary of Activity Not in System
Include any activity that is not in the extendedReach system here. Use the format "MM/DD/YYYY - Activity Description" to add information.
Image: “Summary of Activity Not in System Section”