View Client Referrals

Q: What is this page for?

A: The View Client Referrals page is where you can view a list of client referrals associated to you .

Questions and Answers

Q: What does the Customer Name hyperlink do?

A: Select a Customer Name hyperlink to access the associated Referral Details page.

Q: What does No Data Found mean?

A: No Data Found displays when there are no referrals to display.

Q: How do I search through the list of client referrals?

A: Select a Referral Date Range from the drop-down menu.  This is a required field and will default to Last 30 days if you do not change it.  You can also add a Last Name, Need Category, and Status to the search criteria to narrow the search.

Q: What does the Search button do?

A: Click the Search button to perform the search based on the search criteria selected.

Q: How do I sort through the list of client referrals?

A: Click on the arrow in the column you would like to sort the list of referrals.  You can sort the list in ascending order (up arrow) or descending order (down arrow).

Note:  The initial list of referrals displays in descending order by referral date, then first name.

Q: What does the Referral Date mean?

A: Displays the date we received the referral.

Q: What is a Need Category?

A: Displays the need category that the case worker added for the client.

Q: What does the Status column represent?

A: Displays the current status for the client referral.

Q: What does the Back button do?

A: Click the Back button to return to the Provider Portal Home page.

Q: How do I leave this page?

A: To leave the page without saving, click the Home hyperlink to return to the Provider Portal Home page.

 Release 7.2.2 | Browser Compatibility