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Accepting or Rejecting Referrals (Service Provider)

The referral order appears in the list of service orders on this provider's home page in Siebel Public Sector Provider Portal. The service provider can use Siebel Public Sector Provider Portal to accept the referral order, put the referral order on its waiting list, or reject the referral order.

If the referral order is put on a waiting list, the service provider can come back to the referral order later to accept or reject the referral order. For example, it can accept the referral order after the resource becomes available. However, the agency might assign the referral order to another service provider in the interim, and then this service provider would no longer have the opportunity to accept it.

This task is a step in Process of Referring Benefits Cases to Service Providers.

To accept the order, put the order on a waiting list, or reject the order

1. Log in to Siebel Public Sector Provider Portal.
2. On the home page, click the Order number (#) field of the new service order.

   The order form appears.

3. In the Status field, select Accepted, Rejected, or Waitlisted.