Step-by-step guide
ReportsDOC-01 - Definition of Terms & Description of the Catalyst ReportsreferralWhen to add a referralCatalyst has the capability of collecting referral information at two different stages during a client''s contact with an agency; referrals added prior to admission (entry level) to an agency, and referrals added during treatment at an agency and prior to the admission's discharge.For a client receiving Entry (pre-admission) services add the referral on the Client Information screen. For a client admitted to the agency add the referral on the Admission Information screen. For Open Admission Referrals, all referrals must be added before Instructions for making non-electronic referrals1. Click the Referral button either from the bottom of the Client Information screen (for a client receiving Entry services) or the Admission Information screen for pending or admitted clients. The Outgoing Referral List screen will appear on screen.
2. On the Outgoing Referral List screen, click the Add Referral button at the bottom of the screen. The Outgoing Referral Information screen appears on screen.
Accessing & editing saved referral recordsReferrals records are listed on one of the two Outgoing Referral List screens. 1. To view those referrals made prior to admission; click the Referral button at the bottom of the Client Information screen. All referrals added from the Client Information screen prior to admission will be listed on the Outgoing Referral List screen that is reached through the Client Information screen.2. To view those referrals made and added during an admission, click the Referral button at the bottom of the Admission Information screen.
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