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

• Referral Outcomes/ Log an assessment
• Start Support

Referral Outcomes/ Log an assessment

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
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.

1. Once this has been logged, it will appear under ‘This client’s referral history’.
2. 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:

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.