4,401
edits
Changes
no edit summary
Referrals can be created in the system in a number of ways:
* Directly entered by an intake coordinator.
* Directly entered by an [[External|external]] person such as an adjustor logging into the system and creating the referral.
* Sent to your copy of [[SmartSimple]] from another copy using the '''Case Exchange''' feature.
==Manually Entering a Referral==
1. Click the '''New Referral''' Button.
2. Complete the '''details''' as required.
3. Click the '''Save''' button.
==Creating Assessments==
There are two techniques for creating '''Assessments''':
* You can create a single assessment by clicking the '''New Assessment''' tab.
* You can create multiple assessments at the same time by click the '''Quick Assessments''' tab.
==New Assessment==
To create new assessments follow these steps:
1. Open the '''referral/case''' where you wish to add the assessment.
2. Click the '''New Assessment''' tab.
3. Select the '''Assessment Type'''.
4. Set the '''Assessment Status'''.
5. Set '''Assessment Date''', '''Start''' and '''End''' times.
6. Enter '''Assessment Location'''.
7. Assign any additional [[Internal|internal]] person (staff member) responsible for this case. Remember you will also be associated with the assessment as the person creating the assessment.
8. Select '''Evaluator/Assessor''' for this assessment.
9. Set a reminder should you wish either or both of the assigned and contact (assessor) to be reminded about the appointment.
[[Image:Pms40.png]]
10. '''Prior Assessment''' - If this is a case you have previously dealt with, click '''Yes''' and type in your original '''Reference Number'''.
11. If this is a new case, click '''No'''.
[[Image:Pms41.png]]
12. Click to select the benefit(s) under examination.
13. Click to select the '''Reason''' and '''Description''' of the '''Examination'''.
14. Click '''Save''' to save the record.
==Creating OCF Forms==
15. If you need to send any of the '''OCF''' forms, click on the '''Open''' button to the right of the appropriate text.
[[Image:Pms42.png]]
Once you have created the form you should:
1. '''Print''' the form.
2. '''Save''' a copy of the '''Form''' into the '''Referral Documents''' field.
[[Category:System Management]][[Category:Practice Management]][[Category:Applications]]
* Directly entered by an intake coordinator.
* Directly entered by an [[External|external]] person such as an adjustor logging into the system and creating the referral.
* Sent to your copy of [[SmartSimple]] from another copy using the '''Case Exchange''' feature.
==Manually Entering a Referral==
1. Click the '''New Referral''' Button.
2. Complete the '''details''' as required.
3. Click the '''Save''' button.
==Creating Assessments==
There are two techniques for creating '''Assessments''':
* You can create a single assessment by clicking the '''New Assessment''' tab.
* You can create multiple assessments at the same time by click the '''Quick Assessments''' tab.
==New Assessment==
To create new assessments follow these steps:
1. Open the '''referral/case''' where you wish to add the assessment.
2. Click the '''New Assessment''' tab.
3. Select the '''Assessment Type'''.
4. Set the '''Assessment Status'''.
5. Set '''Assessment Date''', '''Start''' and '''End''' times.
6. Enter '''Assessment Location'''.
7. Assign any additional [[Internal|internal]] person (staff member) responsible for this case. Remember you will also be associated with the assessment as the person creating the assessment.
8. Select '''Evaluator/Assessor''' for this assessment.
9. Set a reminder should you wish either or both of the assigned and contact (assessor) to be reminded about the appointment.
[[Image:Pms40.png]]
10. '''Prior Assessment''' - If this is a case you have previously dealt with, click '''Yes''' and type in your original '''Reference Number'''.
11. If this is a new case, click '''No'''.
[[Image:Pms41.png]]
12. Click to select the benefit(s) under examination.
13. Click to select the '''Reason''' and '''Description''' of the '''Examination'''.
14. Click '''Save''' to save the record.
==Creating OCF Forms==
15. If you need to send any of the '''OCF''' forms, click on the '''Open''' button to the right of the appropriate text.
[[Image:Pms42.png]]
Once you have created the form you should:
1. '''Print''' the form.
2. '''Save''' a copy of the '''Form''' into the '''Referral Documents''' field.
[[Category:System Management]][[Category:Practice Management]][[Category:Applications]]
