Agency Admin - Referral Services

To learn more about the Source: Inherit / Source: Own button, see Agency Admin - eLogic Network

If you prefer video walkthroughs, see VIDEO: Agency Admin - Services tab

Have questions that aren't addressed in this article? See Agency Admin - FAQ

Topics covered in this article:

• Services Tab - The Basics
• Referral Services - The Basics
• Search Referral Services
• Filter Referral Services
• Create New Referral Service
• View and Edit Referral Service Settings
• Assign Default Cost to Referral Service
• Assign Referral Service to Program
• Add SRV Code to Referral Service
• Add FNPI to Referral Service
• Set Referral Service as Quick Service
• Add Funding Stream(s) to Referral Service
• Add Sites to Referral Service
• Set Referral Service as Scale Service
• Create Quick Assessment for Referral Service
• Delete Referral Service

Services Tab - The Basics

This article will focus on the Referral Services section. Use the links below to jump to the Agency Services and Service Groups articles.

The Services tab enables Agency Admins to create and manage services and Service Groups. These three areas are located under the Services tab and are broken down into three categories:

Agency Services - manage your organization's direct services
Referral Services - manage your organization's referral services
Service Groups - manage your organization's Service Groups

Referral Services - The Basics

Referral services are services not directly provided by or funded by your agency. Referral Services are created and managed by Agency Admins in eLogic Genesis and must be set as a Quick Service or tied to a Scale before it is available for assignment in client records.

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Search Referral Services

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Referral Services are shown below
5. Enter the name of the service in the textbox
6. All matching services will display below

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Filter Referral Services

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Referral Services are shown below
5. Click the Filter services by agency/domain: drop-down lists
   • Select the Agency you wish to filter services
   • Select the Domain you wish to filter services
6. Services with the selected Agency and/or Domain will display below

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Create New Referral Service

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click Add Referral Service - area will expand below
4. Select Domain from the drop-down list
5. Enter the Agency name in the textbox
   • If agency name appears in drop-down list below, you must click it to select
   • If agency name does not appear in drop-down list below, click Add New Agency above the Agency textbox - screen overlay will appear
     • Enter Agency name
     • Click Save Agency
     • Repeat Step 5
6. Enter Service Name in textbox
7. Select service Type from drop-down list
8. Enter service Cost to be assigned as default (optional)
9. Enter service Hours to be assigned as default (optional)
10. Click Save Service

To complete your Referral Service setup, decide if the service will be a Quick or Scale Service, then either set it as a Quick Service or attach scales to make it a Scale Service. The Referral Service will not be available in client records until one of the two additional steps has been completed.

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View and Edit Referral Service Settings

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to view or edit
5. Click the  settings icon
6. Service settings are displayed in the top portion of the screen
   • Service Name
   • Domain
   • Service Group
   • Type
   • Cost
   • Hours
   • Assign to Program(s)
   • Add SRV
   • Quick Service
   • Funding Streams
7. Make any appropriate changes
8. Click Save Service

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Assign Default Cost to Referral Service

Services can be assigned a default cost. This cost will be applied with every service assignment in client records, but can be changed by a navigator in any record at any time.

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to assign a default cost
5. Click the  settings icon
6. Enter the cost amount in the Cost text field
7. Click Save Service

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Assign Referral Service to Program

Important!! Assigning a Referral Service to a Program makes that service available to only clients who are enrolled in the program.

If you wish this service to be available to any client, regardless of program assignment, do not assign it to a program.

If the service is program specific and should be given to only clients who are enrolled in the selected program, complete the steps below.

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to assign to a program
5. Click the  settings icon
6. Click the Assign to Program(s) drop-down list
7. Select all applicable programs from the list - for faster searching, begin typing the program name to filter your results
8. Click Save Service

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Add SRV Code to Referral Service

If you prefer video walkthroughs, see VIDEO: Agency Admin - Add NPIs to Services

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service to which you want to add an SRV code
5. Click the  settings icon
6. Enter SRV in the Add SRV textbox - if you are adding multiple SRVs, they must be done individually
7. Click Add - system will save
8. SRV will be added under Existing SRVs
9. Repeat steps 6-7 as needed

Note that this field is only relevant for the Module 4 Report. 

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Add FNPI to Referral Service

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service to which you want to add an FNPI
5. Click the  settings icon
6. Enter FNPI in the Add FNPI textbox - if you are adding multiple FNPIs, they must be done individually
7. Click Add - system will save
8. FNPI will be added under Existing FNPIs
9. Repeat steps 6-7 as needed

Note that this field is only relevant for the Module 4 Report. 

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Set Referral Service as Quick Service

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to set as a Quick Service
5. Click the  settings icon
6. Click the checkbox next to Set as Quick Service
7. Click Save Service

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Add Funding Stream(s) to Referral Service

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to add Funding Stream(s)
5. Click the  settings icon
6. Under Funding Streams, click the checkbox next to each applicable funding stream
7. Click Save Service

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Add Sites to Referral Service

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to add Sites
5. Click the  settings icon
6. Scroll down to the Sites section
7. Enter:
   • Site Name
   • Address 1 (optional)
   • Address 2 (optional)
   • City (optional)
   • State (optional)
   • Zip (optional)
8. Click Add Site - system will save

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Set Referral Service as Scale Service

Prefer video walkthroughs? See VIDEO: Tie Service to Scale.

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to set as a Scale Service
5. Click the  settings icon
6. Scroll down to the Service Scales section
7. Click the Domain drop-down and select the Domain under which the desired Scale is located
8. Scales will appear below
9. Select all applicable scales - selected scales will turn orange and be added under SELECTED SCALES to the right
10. Repeat steps 6-8 as needed - there is no limit to how many Domains and Scales a service can be assigned
11. Click Save Service

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Create Quick Assessment for Referral Service

Learn more about Quick Assessments in Assessment History - Assessments.

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to trigger a Quick Assessment upon service assignment
5. Click the  settings icon
6. Scroll down to the Quick Assessment section
7. Click the Trigger Quick Assessment checkbox
8. Select quick assessment scale from drop-down list - only scales that have been added as SELECTED SCALES will be available
9. Locate and select the Quick Assessment Outcome statement from the list below - every time this service is assigned, the client will automatically be reassessed to the selected outcome statement
10. Click Save Service

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Delete Referral Service

Referral Services can be deleted from the Referral Service page or within the Referral Service settings.

Delete Referral Service via Referral Services Page

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to delete
5. Click the  delete icon

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Delete Referral Service via Referral Service Settings Page

1. Click Agency Admin from the system navigation bar
2. Click Services
3. Click the Referral Services tab listed on the left
4. Locate the Referral Service you wish to delete
5. Click the  settings icon
6. To the right of the Save Service button, click the  delete icon 

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