Add a Referral
Click ‘Referrals
Click ‘Add New’ and a popup
will appear
Enter in the required information
including Service Partner (this list of Service Partners can be edited in Data
Entry Values)
Be sure to enter a date for
a follow-up.
This
is the date that the person entering this referral should follow-up with the
student or his/her family to see if they received services from the listed
Service Provider. A Follow-up Report in the HIMSS report section can be printed
each week to know who to follow-up with.
Click Save & Close
**Note, this form can be accessed later by
clicking the edit link. This should be done
to record if a follow-up was completed and what the referrals outcome was.