The Referral Connections section of a referral is used to indicate if a referral has resulted in a program enrollment. It can be populated two ways:
Automatically: when enrolling a client or household in a program, you can indicate the enrollment is the result of an open referral by toggling on “Program Placement a result of Referral provided by (referring agency)” (figure 1). When the enrollment is recorded with this toggle on, an end date will be recorded for the open referral, and the enrollment information will be added to the Referral Connections section.
Manually: the ability to add a referral connection manually is intended to be used when a client was enrolled in a program and, therefore, other pending referrals can be “closed”.
Note: the ability to add a connection manually within a referral by clicking Add Connection is only available to users at agencies where the client has a program enrollment. Only the program for which the client has an enrollment can be selected as the connection.
Within the pending referral, clicking “Add Connection” (figure 2).
From the Add a New Connection pop-up, select the referral connection program enrollment (figure 3).
Note: when a referral connection is deleted, this will not delete the associated enrollment and vice versa. If an enrollment and referral connection need to be deleted, these will need to be deleted separately.