Submitting Referral Orders

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

After an agent creates a referral order for a benefit or a benefits case, the agent can submit referral order data to a procurement application and consequently fulfill the referral order. The procurement application returns fulfillment data, such as the status of the referral order, to Siebel Public Sector.

Note: To implement the functionality for submitting referral orders, administrators must integrate Siebel Public Sector with a procurement application. This integration allows the transfer of referral order data between Siebel Public Sector and the procurement application. For more information about integrating Siebel Public Sector Provider Portal with other applications, see Integrating Siebel Public Sector Provider Portal with External Applications.

To submit a referral order

1. Navigate to the Service Orders screen, then the Order Entry List view.

2. Drill down on the Order number (#) field for the referral order that you want to submit.

3. In the order form, click Submit.

4. The Status field for the referral order changes from Pending to Submitted-Pending.