Skip to main content
Sign in

Referrals

eLogic Genesis Team
  • Updated

Referrals - Standard User

Table of Contents

 

Referrals - The Basics

eLogic Genesis' mceclip1.png Referral feature is accessible in client records via the left sidebar. There are three areas under mceclip1.png Referrals:

mceclip0.png

 

Refer Data - The Basics

Navigators can refer clients in three different ways:

mceclip0.png

  1. Internally to another navigator
  2. Via system-generated email which contains pertinent client information
  3. By quickly documenting that a client was advised to contact another entity

Internal: When clients are referred to another navigator within the same organization, the referral recipient will have the option to Accept or Refuse the referral. If the internal referral is accepted, the referral recipient navigator will automatically be assigned to the client record.

Email: Agency Admins select default referral fields that are automatically inserted into system-generated emails which can be sent to anyone. 

Quick: Document in the client record that the client was referred to an entity from your organization's Places page.

back to Referrals - The Basics     back to top

 

Referral History - The Basics

The Referral History section is a log of all the client's referrals and referral history. All referrals under Referral History can be filtered by Type (Internal, Email, or Quick) and Status (Sent, Accepted, or Refused). Internal and Email Referral histories are in read-only format and display:

  • Referral Date
  • Referral Time
  • Referral Type
  • Referral Recipient
  • Status of the referral
  • Referrer
  • Which data were transferred

Quick Referral histories are indicated by a mceclip0.png lightning bolt icon and display: 

  • Referral Date
  • Referral Type
  • Referrer
  • Status - the Quick Referral Status is a drop-down list that can be updated at any time.

back to Referrals - The Basics     back to top

 

Referral Report - The Basics

The Referral Report section will indicate what services the client received from other organizations within the eLogic Genesis Network. Services previously given to the client will be displayed by Service Breakdown. 

The Service Breakdown feature provides an itemized list of all assigned services and includes:

  • Service name
  • service assignment Count - how many times the specific service was assigned
  • total service assignment Cost - total cost of the specific service
  • Last Start Date - shows the most recent start date of the specific service

Clicking the Breakdown link will expand the Total Services information box and display a list of all assigned services in alphabetical order. Each assigned service can be mceclip4.png expanded further to display additional information about each service assignment.

Once expanded, additional information regarding that service will be shown:

  • Name - shows the name of the service
  • Type - shows if the service is Direct or Referral
  • Created - shows the date the service was created (this is different than the Start Date)
  • Cost - shows the cost entered for that service assignment
  • Status - shows the selection in the service information of N/A, Approved, or Denied

Clicking the name of the service when the service Breakdown is expanded will scroll the page to that particular service assignment.

back to Referrals - The Basics     back to top

 

Refer a Client

The Refer Data option under mceclip1.png Referrals via the left sidebar offers three ways to refer clients:

  • Internal - refer the client to another navigator within your organization
  • Email - send client information to anyone via email
  • Quick - quickly document that a client was referred to another organization

 

Refer a Client Internally

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Refer Data
  4. Click the Referral Recipient drop-down list
  5. Select the navigator you wish to refer the client to
  6. Click Complete Data Referral
  7. Referral recipient will receive an Outstanding Referral notification in the mceclip1.png User Menu

back to Refer a Client     back to top

 

Refer a Client via Email

mceclip2.png

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Refer Data
  4. Click the Email toggle
  5. Enter the Referral Recipient's email address in the text field
  6. Demographic Data included in the email will be listed - only Agency Admins can determine which demographic data is included in email referrals
  7. Select Forms you wish to include in the referral - selected forms will include the data from the most recently finalized form
  8. Click Complete Data Referral
  9. The system will generate and send email referral

back to Refer a Client     back to top

 

Document a Quick Referral

mceclip3.png

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Refer Data
  4. Click the Quick toggle
  5. Click the Referral Place drop-down list
  6. Select the place to which the client was referred
  7. Enter Date of referral
  8. Click Complete Data Referral
  9. Quick referral appears below and is logged under Referral History

back to Refer a Client     back to top

 

View Referral History

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Referral History
  4. Click on any referral box to expand for details

back to top

 

Filter Referral History

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Referral History
  4. Use the collapsable filters on the left to filter interactions by:
    • Type - display All, Internal, Network, Email, or Quick referrals
    • Status - display All, Sent, Accepted, or Refused referrals
      Remember that filters can be used simultaneously which will narrow your search. Be sure to check all filters are set correctly if no results or fewer results than anticipated are shown
  5. Referrals matching the selected filter(s) are shown

back to top

 

View Referral Report

  1. Open client record
  2. Click mceclip1.png Referrals from the left sidebar
  3. Select Referral History
  4. Services provided to the client by other organizations in your network will be shown
    Learn more about the Service Breakdown feature

back to top

 

FAQs

What are the types of referrals and how are they configured?

     Referral types and settings can be customized through the Agency Admin interface. Contact your               admin for configuration details.

How do I know what information will be shared in a referral?

     Referral data shared externally depends on agency settings and selected fields. Consult your admin           for specifics.

Was this article helpful?
0 out of 0 found this helpful
Return to top

Related articles

Comments

0 comments

Please sign in to leave a comment.