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Process of Referring Benefits Cases to Service Providers

This process assumes that the agency has already completed the following:

• Created the benefits case. The case record must have Benefit in the Category field and must have at least one contact.
• Approved the benefits case for eligibility.
• Created the benefit plan.

For more information about these tasks, see Siebel Public Sector Guide.

To refer a benefits case to a service provider, perform the following tasks:

1. Creating Referral Orders for Benefits
2. Submitting Referral Orders
3. Accepting or Rejecting Referrals (Service Provider)
4. Managing Inventory for Accepted Referral Orders (Service Provider)
5. Checking the Status of Referrals