Organization Preferences - Track Pending and Rejected Referrals

Introduction

 

This article will walk you through the process of enabling the setting to track pending and rejected referrals. When this setting is enabled, the below reports will be made available:

 

  • Cases > Case Rosters > Pending referrals
  • Summaries > Intake > Foster Care Referrals
  • Summaries > Intake > Foster Care Cases by Reason
  • Summaries > Discharge > Denied Referrals

 

Prerequisites

 

An extendedReach User ID with Full Administrator user permissions

 

 

Instructions

 

Follow the below instructions for enabling the setting to track pending and rejected referrals by selecting the "Get Started" button below.

 

 

 

 

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