Updating the Referring Provider Type and Referring Provider Dictionaries on the Client Referrals form

Owned by Jeffrey Stoddard, created
Dec 14, 2023
2 min read

When completing the Client Referral form, if the Incoming Referring Provider Type

and Referring Provider or the Outgoing Refer To Provider Type and Refer to Provider dictionaries are missing or need updating use the Program Supplemental Data Form. THe program will need to provide a list of Providers to be added to both dictionary values.

 Instructions

Referral Provider

  1. Click the Add New Item button.

  2. Select the Referral Provider from the Drop-down list. Repeat steps 1 & 2 until all Providers have been added.

  3. Click Submit to save.

 

Referring Service Provider

  1. Click the Add New Item button.

  2. Select the Referring Service Provider from the Drop-down list. Repeat steps 1 & 2 until all Providers have been added.

  3. Click Submit to save.

 

Once completed, the Client Referrals form will be populated with the selected options.