Referral Cover Page
What is a Referral Cover Page?
A Referral Cover Page is an overview of the status of a given referral. Upon opening a referral, a right-drawer will open, providing you the latest and most need-to-know information all summarized in one screen; prompting you to take action based on your role.
Bottom Navigation
The bottom of the Referral Cover Page will always offer you a selection of buttons based on the referral's status and the User's visibility. These buttons become your primary way to navigate and process a referral.
| Reject: | Opens the window to select reasons for rejecting a referral and enter a description. |
| View Referral Details: | Opens the Referral Details screen where you are able to see the most granular information about a referral. It contacts an array of tabs that allow you to get work done and document information gathered. |
| Close: | Takes you back to the Intake Overview screen. |
| Bypass Stage: | From time to time, there may be an exception to the rules of a Stage. For example, a referral might not require an assessment because the person has already been assessed by another agency prior to the referral. Any special cases can be documented in internal Notes and the referral can skip the stage. |
| Next Stage: | When all Stage-specific criteria and Checklist items have been met, you can advance the person to the next stage. This button will not appear until the referral has met criteria. |
Intake Progress Bar
The Intake Progress Bar provides you a summary of a referral in the current state it is in, leveraging on 2 criteria:
- The left half of the circle, as well as the color of the circle, is
designated to the Stage-specific criteria (Unscheduled, Scheduled, Past Due, etc.). This half of the circle
will fill when criteria is met.
- The right half of the circle is designated to the stage's Checklist. When
all Checklist items are met, this half of the circle will fill.
Only stages that apply to the respective service at hand will appear in the progress bar.
Pro Tip: You can hover over a completed stage to see a tooltip that will give you
information about that stage being completed.
Show Latest Activity
Beneath the Intake Progress Bar, you can click the Show latest activity link to see highly detailed information about the history of the referral. Certain items on this history, depending on the nature of the item, are able to be clicked into to view and edit the actual feature related to the item. All items can be hovered over to view even more granular information.
Consideration
The Consideration section
summarizes information from the Questionnaire for you as it is being filled out per your
organization's tailored setup. The areas you've defined as worth considering based on an
entry will then float to the top of the Referral Cover Page, allowing you to easy review
as you continue to advance a person through the Intake Process.
 Information in the Consideration section is
Read Only. Clicking the down arrow will collapse the section if you so
choose.
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Missing Details
| The Missing Details section summarizes the information that is missing
from the person's record or the Questionnaire. As information for the person's record and the Questionnaire are gathered entered, these items will disappear from this section. |
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Stage-specific Progress
This section appears after the screening stage, allowing you to enter information, mostly dates, on
activity that happened during that stage. Each stage has it's own requirements for
completion.
For more information on Stage-specific Requirements, see any of the following
articles:
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Checklists
The Checklist section keeps all the granular or outside-of-Supportable tasks in one place. As we
know, each service may have specific things that might need to be done in any given stage. For this
reason, there is a checklist for each service for each stage, all of which are able to be tailored
by your team.
With the exception of the New Stage, which does not have a Checklist, the
completion of a Checklist is a requirement before advancing a referral to the next stage. 
Checklists are able to be modified by an Admin User through the ticketing system.
When freshly opening a referral in the Referral Cover Page, the view will default to display the
Checklist for the current stage. Any Checklists for future stages have not yet been generated. Any
completed Checklists for previous
stages are able to be viewed by clicking the link of the respective checklist to expand
it.
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Checklist Items
There are two types of checklist items:
- Items that may not be applicable to a given referral, and
therefore offer an "N/A" option. When "N/A" is selected, a note is required.
- Items that do not have an exception and simply have a "Done"
option. Notes are optional for these items.
To complete a checklist item, simply select the option that applies, make a note if appropriate,
and click the Save button.
For Users with the permission defined their role, Checklist Items can be edited if
necessary. Be aware that this action will overwrite the previous note. If you prefer to
preserve the original note, simply add any comments you may see necessary after the
original note.
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