Deleting an Unprocessed Referral Record

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To delete a referral record that has not been used to process intake or admission, complete the following steps:

    1. From the AWARDS Home screen, click Census from the left-hand menu, and then click Intake/Admission.  The Intake Records Search page is displayed.

    1. Click the Program drop-down arrow and select the program associated with the consumer for whom the referral is to be deleted.
    2. Click the Database drop-down arrow and select "Data Entry."
    3. In order to access the referral record to be deleted, a search must be performed from this page.  Limit the results of this search in one of the following ways:

  By Name - To limit referral record selection by consumer name, type his or her name, initials, and/or alias into the First Name, Last Name, and/or Alias fields, respectively.

  NOTE:  Some agencies may also be able to search by other identifying information, such as social security number.

  By Screening Date - To limit referral record selection by date range, make adjustments to the default values in the "from" and "to" Date Range fields.  Only those referrals with screening dates in the range entered here are included in the search results.

    1. Click the Limit Search Results drop-down arrow and select the number of referral records to be displayed in the search results.
    2. Click SEARCH/CREATE.  The Referral Search Results page is displayed.

  TIP: Click the heading of any column in the results table to sort the contents by that variable.

    1. From the "Applicant" column, click the name of the consumer for whom the referral is to be deleted.  The Referral Information Form page is displayed.

  TIP: A referral record cannot be deleted if intake or admission has already been processed using that referral.

    1. Review the consumer's referral record, and verify that the correct referral was selected.
    2. Scroll to the bottom of the page and click Delete Referral.  The Delete Referral page is displayed.

  TIP: If no Delete Referral button is available on the Referral Information Form page, intake and/or admission has been processed using this referral, and the referral cannot be deleted.

    1. Click CONFIRM DELETE.  The referral record is deleted and the Intake Records Search page is re-displayed.

The process of deleting a referral record is now complete.