The labeling of this module and some of its components, as well as how the information entered into the module is used throughout AWARDS, varies based on how your AWARDS database is currently configured:
Referral Agencies - If your AWARDS database is configured to use the Medical > Support Services Contacts feature, and/or you are beginning to transition to the Providers feature by starting data entry work there, this module is labeled Referral Agencies. It is used to maintain a list of referring agencies for use throughout AWARDS; specifically, the agencies included and maintained within this module are those from which an agency selection will be made during the following processes:
Referral/Provider Agencies - If your AWARDS database is configured to use the Medical > Providers feature, this module is labeled Referral/Provider Agencies. It is used to maintain a list of referring and provider agencies for use throughout AWARDS; specifically, the agencies included and maintained within this module are those from which an agency selection will be made during the following processes:
This portion of Online Help uses the "Referral Agencies" labeling; however, differences in the functionality between the two versions of the module are noted, where applicable.
TIP: When working with this module please keep in mind that referral agency records are saved at the agency level, and are not program-specific.
The Referral Agencies feature is available to users with the following permissions:
Referral Agencies Data Entry (optional - only required for data entry, not for use of the corresponding ReportBuilder)
Merge Tool (optional - only required in order to merge agency and/or contact records)
NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.
Working with the Referral Agencies List - Learn to maintain the agencies list for referrals, and for client provider assignments (when applicable).
Using the Referral Agencies ReportBuilder - Learn to generate customized reports of referral agency information.
A Closer Look @ Fields & Options
Referral Agency Fields / Options - Learn about the fields/options available for configuration during referral agency data entry.
Frequently Asked Questions
Training Films & Demonstrations
NOTE: Films marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.
Adding a Provider - A Quick Look (6 min) *