InterAgency Referrals

Use InterAgency Referrals to document referrals to services and assistance not available from one-stop partners. See Non-ServiceLink Services for more information.

AJL has functionality to allow states to set InterAgency Referrals so that a service, typically Referral to Supportive Services, is auto-added to the client's Service and Training plan as a staff-assisted service when an InterAgency Referral is added.

Navigation

Bring the client into context by conducting a Client Search or selecting the client from My Cases. Use the client context menu to navigate to Case Details > InterAgency Referrals, or click InterAgency Referrals on the Case Details page.

View/Edit/Delete InterAgency Referrals

1. To view existing InterAgency Referrals, click the InterAgency Referrals link on the Case Details page. The InterAgency Referrals page displays.
2. To view, edit, or delete the referral, click the appropriate link in the Provider Name column. The InterAgency Referral page displays.
3. If deleting, click Delete. The InterAgency referral is deleted and the InterAgency Referrals page displays.

Add InterAgency Referral

1. To add an InterAgency Referral, click the InterAgency Referrals link on the Case Details page. The InterAgency Referrals page displays.
2. Click the Add Referrals button. The InterAgency Referral Details page displays.
3. Complete the fields according to the instructions (see drop-down).

   • Provider Name: Enter the name of an organization to which the client is being referred.
   • Address: Enter the address of the organization.
   • Address Line 2: Enter additional address information if needed, such as a suite number.
   • City: Enter the city of the organization.
   • State: Enter the state of the organization.
   • ZIP/Postal Code: Enter the ZIP or postal code of the organization.
   • Country: If the organization is located in a country other than the United States, select that country.
   • International State/ Province/ County: If applicable, enter the international state, province, or county in which the organization is located.
   • Provider Phone: Enter the phone number of the organization.
   • Provider Fax: Enter the fax number of the organization.
   • Appointment Date: Enter the date of the client's appointment with the organization in mm/dd/yyyy format.
   • Appointment Time: Enter the time of the client's appointment with the organization.
   • Referred By: Defaulted to the name of the casetracker, but editable.
   • Agency: Defaulted to the casetracker's agency or organization, but editable.
   • Referral Date: Defaulted to the current date, but editable.
   • Referral Reason: Text box; enter the reason for the referral, reflecting the client's need for the services or assistance offered by the organization. If an appointment is scheduled, the name of the individual with whom the appointment is scheduled may be helpful.
   • Status: Select the appropriate status from the drop-down:
   • Referred: The referral has been made, the client has been informed of the referral and his/her responsibility to keep the appointment or contact the organization.
   • Completed: The referral is completed when the client has reported for the appointment and/or made contact with the organization.
   • No Show: The status of the referral is No Show if an appointment was made and the client did not report, or, sufficient time has passed to indicate that the client has not followed through by making contact with the organization.
   • Comments: Text box; enter any additional comments or information as appropriate.

4. Click Save to save the information and return to the InterAgency Referrals page. Click Cancel to return to the InterAgency Referrals page without saving the information.