To delete a referral record that has not been used to process intake or admission, complete the following steps:
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.
TIP: Click the heading of any column in the results table to sort the contents by that variable.
TIP: A referral record cannot be deleted if intake or admission has already been processed using that referral.
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.
The process of deleting a referral record is now complete.