How to create a referral from a Service Request

To create a referral upon acknowledging this Request, click on the Edit Client button.

A referral form will load which has been pre-populated with the information sent through with the Request.

**Please note - the Triage tab is for view only purposes until the referral has been sent to
and accepted by the ITOC hub. **

Review each tab to confirm the information is complete, updating the current location on the Demographics page as necessary, until each tab displays with a green check.

 Click on the Send and Manage Referrals tab.

Click on Send Referrals.

The Provider Menu will load and match to the appropriate ITOC hub

Click on the box, it will highlight blue, and then click on Send Referrals.

Confirm your selection in the window that opens by clicking on Send Referrals.

The referral has now been sent to the ITOC hub and is in a Pending status.

Now add a comment to the referral, using the speech bubble icon with, “Original referral was a web-referral. RFI function should not be used.””

Return to the hub dashboard by using the view referral icon at the end of the referral row.

The ITOCH triage process continues as normal from this stage.