Checking the Status of Referrals

After the service provider has had time to respond to the referral order, the case worker checks the referral order to see whether the service provider has accepted it. The initial status of the order is Submitted-Pending. The service provider acts on the order by changing the status to Accepted, Rejected, or Waitlisted.

If the service provider has rejected the referral order, the case worker refers it to another service provider. If the service provider has put the referral order on a waiting list, the case worker can either refer it to another service provider, or wait to see whether the service provider accepts the referral order.

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

To check the status of the referral

1. Navigate to the Service Providers screen.

2. Drill down on the name of the service provider that you want.

3. Display the Orders view.

4. Look at the Status field of the referral order.

5. If necessary, cancel the referral order, and create a new referral order.

   See Creating Referral Orders for Benefits. You must select Cancelled in the Status field for the old order before you create the new order.