Referral Agencies

(Topic Last Updated On: 02/27/2018)

Other Activities > Referral Agencies

The Referral Agencies screen is located on the Other Activities menu. This screen is used to enter outside agency information into Methasoft for making patient referrals on the Referral Tracking screen, found under the Counselor menu. All necessary information is tracked for each agency, including a 'Contact' person and the 'Additional Information' field for noting additional pertinent information, such as hours of operation or fees.

Field Descriptions

Name

The name of the referral agency is entered in this field.

Address

The street address of the referral agency is entered in this field.

City

This city of the referral agency is entered in this field.

State

The state of the referral agency is selected from the dropdown menu of US states.

Zip

The postal zip code of the referral agency is entered in this field.

Phone

The telephone number of the referral agency is entered in this field.

Fax

The fax number of the referral agency is entered in this field.

Contact

The full name of a contact person for the referral agency is entered in this field.

Additional Information

Any additional pertinent information for each referral agency is entered in this field. Such information could include hours of operation, fees, and/or other details regarding services provided.

Type(s) of Referral

Each referral agency is associated to one or more referral types in this field. Available selections in this field are entries in the 'Referral Types' code table, found in the Code Tables screen under the Administration menu.

Grid Columns

Name

This column displays the 'Name' of each referral agency.

Type of Referral

This column displays the 'Referral Type(s)' associated with each agency.

Phone

This column displays each agency's 'Phone' number.

Fax

This column displays each agency's 'Fax' number.

Contact

This column displays each agency's 'Contact' person.

Command Buttons

New

Press this button to enter in a new agency.

Edit

After an agency has been selected from the grid, pressing this button allows the user to edit the details of the agency.

Delete

After an agency has been selected from the grid, pressing this button will permanently delete the agency from the list.

Save

Pressing this button applies the changes made when entering in a new or editing an agency.

This button will close the Referral Agencies screen.

Cancel

When adding or editing an agency, clicking this button will cancel the changes made without saving the changes.

Procedures

How to Add a Referral Agency
1.) Click on New 2.) Enter the name of the agency in the 'Name' field. 3.) (Optional) Enter the street address of the agency in the 'Address' field. 4.) (Optional) Enter the city of the agency in the 'City' field. 5.) (Optional) Select the state of the agency in the 'State' field. 6.) (Optional) Enter the postal zip code of the agency in the 'Zip' field. 7.) Enter the agency's phone number in the 'Phone' field. 8.) (Optional) Enter the agency's fax number in the 'Fax' field. 9.) (Optional) Enter a contact person for the agency in the 'Contact' field. 10.) (Optional) Enter any additional pertinent information for the agency in the 'Additional Information' field. 11.) Associate the agency with one or more referral agency types by checking the checkbox for each type. Agency types can be added under the Code Table screen found in the Administration screen. 12.) Click on Save.

How to Edit a Referral Agency
1.) Select the referral agency to be edited on the grid. 2.) Click on Edit 3.) Make changes as needed to the details of the referral agency. 4.) After all changes have been made, click on Save.

How to Delete a Referral Agency
1.) Select the referral agency to be deleted from the grid. 2.) Click on Delete. A 'Delete this Record?' dialog message will appear, confirming you want to delete the selected agency. 3.) Click on Yes to delete the agency or No to cancel.

Considerations

Referral Agencies That Have Been Selected Cannot Be Deleted

Once an agency has been selected on either the Referral Tracking or Waiting List screens, it will not be able to be deleted from this screen, without first deleting the record(s) referencing the agency.