You can document the details about the documentation related to an incoming referral.
You can identify the document name, the referring agency, the dates needed, and the received date. You can link each document to an existing referral to track documents across multiple referrals, if needed.
- From the Tis Incoming Referrals window, select the Incoming Documentation tab.
- In the Documents panel, select the document name.
Note: If the document is not in the picklist, you can select Cancel to enter free text in the Document Name field.
- In the Referring Agency field, select the agency.
Note: If the agency is not available in the picklist, you can select Cancel to enter free text for the agency name.
- Enter the received date, expiration date, and comments.
- Select whether the documentation is complete for the referral.
- To link your entry to the referral, select Ref Date and Ref Program.
- Select Add.
The documentation details appear in the grid.
- Optional: To update existing information, select the item in the grid, make the required modifications, and then select Update.
- Optional: To delete existing information in the grid, select the item, and then select Delete Row.
- Select Save.
The Tis Incoming Referrals window closes and returns to the main template.
