Updating a Referral Record

Previous Topic  Next Topic 

To update a referral record, 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 updated.
    2. Click the Database drop-down arrow and select "Data Entry."
    3. In order to access the referral record to be updated, 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 updated.  The Admission Form page is displayed.
    2. Make changes or additions to the referral record as necessary by configuring the fields and options on this page.
    3. Click UPDATE FORM to save your changes.

The process of updating a referral record is now complete.