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Triggering referrals for selected subservice types or categories

Subservices and service categories can be set to trigger a prompt for a user to enter a referral.


To activate triggering referrals for selected subservice types or categories :

1. Connect to the CAREWare SQL Server database instance.
2. Expand Databases.
3. Expand Tables.
4. Edit or update the cw_domain table setting column dmn_outgoing_referrals_for_services to '1' for the domain(s) the feature will be active for.
5. Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
6. Right click CW Admin.
7. Click Run as Administrator.
8. Click Stop Server.
9. Click Start Server.
   

To trigger a referral prompt for service entry:

1. Click Administrative Options.
2. Click Contracts.
3. Click Manage Subservices.
4. Click Referral Service Category or Referral Subservice.
5. Check Enabled for the service category(s) or subservice(s) that will trigger referrals.
6. Close Service Referral Trigger Setup.
   

Once the trigger setting is enabled that service category or subservice for that provider will prompt users to enter a referral record when a new service is added to a client record.

1. Click Find Client.
2. Enter search criteria.
3. Click Search.
4. Click the client record.
5. Click Details.
6. Click Service.
7. Click New Service.
8. Complete the fields for the service.
9. Click Save.
   
10. Click Yes.
11. Click Add Referral.
12. Complete the fields for the referral.
13. Click Save.
    

Click here to download these instructions.


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