This referral method is advised if you are trying to determine which program is best for a client, or if you would like to determine which programs your client is eligible for. This will only work if the Eligibility Engine is turned on for the assessment by the the System Administrator.
To begin this method, go to the Assessments tab of the client record, and select the Start button of the assessment you would like to use.
After completing the Assessment data fields, select Save.
This will bring you to Program Eligibility Determination where you will find a list of eligible programs, divided into three categories described below.
| Agency Programs | These are programs within your agencies. |
| Community Programs | These are programs outside of your agency for which your client is eligible. |
| Ineligible Programs | These are the programs your client is ineligible for. Click the down arrow on the main header to expand the list. Note that selecting the down arrow of each individual program will allow the screen to expand to provide that particular program’s details, as well as the Reason for Ineligibility. Note that you can also refer them directly to the Community Queue from here as well. Selecting this button will allow you to send the referral to the Community Queue, which means that the referral and its associated information will be visible to all agencies. |
Also notice that you can use the drop down menus at the top of the screen to search the list By Category and By Agency. These options are described below.
| By Category | This allows you to view the list according to a certain program category only (e.g. Emergency Shelter, Street Outreach, etc.) |
| By Agency | This allows you to view the list according to a certain agency only. |
| By Availability | This allows you to view the list according to program availability. |
Generating the Referral
To generate the referral, select the down arrow of the program to which you would like to refer the client. The screen will expand to include program details, including bed/unit availability (if applicable to the program type). You also have the capability to print directions to the program site.
Select the Make Referral button to continue creating the Referral record.
From here, the remaining steps in the referral process are the same as those for a direct referral generate from the Referrals tab. Please see How Do I Create a Direct Referral from the Referrals Tab? starting with the section Working with the Referral: Add Screen for the remaining steps.