Referral Outcomes and Starting Support

This article will explain how to log assessment outcomes from a referral and how to start support for a client on HRS.

TABLE OF CONTENTS

• Adding a New Referral Case 
• Adding a Service to a Case
• Referral Outcomes/ Log an assessment
• Start Support

Adding a New Referral Case 

Use this feature to create a referral case quickly and assign it a unique case number. 

1. Go to People.

2. Search for the client.

3. Click the client’s name to open their file.

4. Click the Add New Referral Case icon on the toolbar.

5. A new case will be created and opened automatically in the Case tab.

Adding a Service to a Case

Once a referral case exists, you can assign a specific service to that case to initiate support or manage waiting lists. 

1. Go to People.

2. Search for the client.

3. Click the client’s name to open their file.

4. Select the Case Support tab. If the tab displays Case Support – No Case, you must first add a referral case (see “Adding a New Referral Case”).

5. Click the Add a Service to This Case icon.

6. From the service list, choose one of the following options:

• Green button – Support with Provider

  1. Allocates the client to the provider and starts support immediately.

  2. If prompted, select a specific block or unit and click Select to confirm.

  3. View active support details in the Support tab.
     
     
     

• Blue button – Add to Provider’s Waiting List
  1. Adds the client to the provider’s waiting list and sends an automated notification.
  2. Enter a note for the provider when prompted, then click Save.
     
     
     
• Yellow button – Add to Provider's Waiting List but only Local Authority users will see it

  1. Adds the client to the waiting list for the provider, but only Local Authority users can see the waiting list. The provider does not get a notification and does not have access to this clients information. 

  2. Using this option allows the Local Authority to manage a waiting list should they wish to make a referral at the point of a vacancy becoming available. This option gives the LA greater control over the waiting list.
     

Did you know: You can view all pending and active service assignments under the Support tab for quick reference.

Referral Outcomes/ Log an assessment

This task would usually be completed by the service provider following a referral to their service. To log the outcome of a referral, please follow these steps:

1. Search for the client and open up their file.
2. Click on the Case Support tab.
3. View the This clients waiting lists section and press the Referral Outcome button. This can also be found on the Waiting List tab in a Service. 
4. Complete the details in the pop up task box
   • In Referral status – choose pending, if you are waiting on further information before making a decision.

• Once this has been logged, it will appear under this client’s referral history.
• To view/amend the referral outcome, press Referral outcome again to reopen the pop up task box. It can later be reopened and changed when necessary.
  • If a referral is rejected, they will be removed from the waiting lists
  • If a referral is accepted, the Start support button will appear
• The referral outcome will appear under This case’s referral history at the bottom of the Support tab on the clients file.

Start Support

To start support on a clients case:

1. Search for the client and open up their file.
2. Click on the Case Support tab.
3. View the This clients waiting lists section and press the Start Support button.
4. A pop up task box will appear asking you to choose a block / units to assign to.
5. Press Select.
6. The service will then move from This clients waiting lists and will now appear in the Current Support section.
7. You can set start and end dates using the Set start date and Set end date buttons.
8. Pressing the bin icon, will delete the support that has been started.