Referrals can be recorded manually or through presumptive eligibility within the Service Delivery General (SD General) Form or Nonprogram Service Forms, under the Referrals Tab.
Manual Referrals
- Access the Referrals Tab:
- Go to the SD General Form or Nonprogram Services (if applicable).
- In the Referrals Tab, staff can record multiple referrals and choose whether to send an internal or external email.
- Internal Staff Information:
- The system displays Division/Department (highlighted in yellow) and Staff Position (underlined in red).
- These details must be set up in Managed Lists and linked to staff in their Basic Information Page.
- Sending Referral Emails:
- Click the email icon to send a referral email (internal or external).
- Attach relevant documents (must have a document description type under “Referred To” in Managed Lists).
- Click Send Email and Close to complete the process.
Presumptive Eligibility Referrals
- Generated when staff use the Check Eligibility button to determine program eligibility.
- Referrals occur when selecting the email icon on the Presumptive Eligibility List.
- If using Referral Case Notes, add them under Case Notes.
- These referrals, along with manual referrals, appear in the Referral Dashboard.
Referral Email Handling
- Internal Staff:
- Clicking the URL in a referral email updates the status to "Referral Viewed" if signed in.
- If not signed in, the link will first prompt login.
- External Organization Staff:
- Clicking the URL prompts sign-in to empowOR (first-time users must reset their password).
- External staff can only view and update referrals assigned to them but cannot access other system information.