There are several business rules that apply to e-Referrals.
- The receiving and sending of electronic referrals is optional.
- The Referred On date cannot be in the future. This new rule affects both e-Referrals and regular referrals.
- If an e-Referral is sent pre-admission and the client does not have a name or DOB, the e-referral will not be saved.
- Business rules that apply to the Referral module also apply to the e-Referrals.
- Referrals linked to the Client Information Screen are not included in the PR-04: Outgoing Referrals for Open Admissions report, nor will the referral information appear in the PR-06: Referral Patterns for Open Admissions report. This information can be accessed by running the Data Download report DD-12: Referral Information.
- Recalled or Delete e-Referrals: An e-referral can be recalled (deleted) as long as the e-referral has not been accepted or declined by the receiving agency. A viewed e-Referral can be deleted as long as the referral has not been accepted or
rejected by the receiving agency. To delete the transmitted referral, the referral must be deleted from the client’s Outgoing Referral Information screen. - The name of referring agency gets populated in the Referring Agency field on the Client Information Screen (Referral Information section) of the accepted client; the Referred On date is also populated and saved automatically.
- Participating Agency Selection List for Referring Agencies: If the referring agency is not on your agency’s list of selected Referring Agencies, the referring agency name will be automatically added to the list if the referring agency is on the list but inactive, it will be activated.
