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
Referral Outcomes/ Log an assessment
To log the outcome of a referral, please follow these steps:
- Search for the client and open up their file
- click on the Case Support tab
- View the ‘This clients waiting lists' section and press the 'Referral Outcome' button
- 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.
- If a referral is rejected, they will be removed from the waiting lists
- If a referral is accepted, the ‘start support’ button will appear
Start Support
To start support on a clients case:
- Search for the client and open up their file
- Click on the Case Support tab
- View the ‘This clients waiting lists’ section and press the Start Support button
- A pop up task box will appear asking you to choose a block / units to assign to.
- Press select
- The service will then move from ‘This clients waiting lists’ and will now appear in the ‘Current Support’ Section.
- You can set start and end dates using the ‘set start date’ and ‘Set end date’ buttons.
- Pressing the bin icon, will delete the support that has been started.
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