Triggering referrals for selected subservice types or categories
Modified on Fri, 08 Sep 2017 15:26 by Kevin Ricciardo — Categorized as: Uncategorized
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 :
Connect to the CAREWare SQL Server database instance.
Expand Databases.
Expand Tables.
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.
Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
Right click
CW Admin
.
Click
Run as Administrator
.
Click
Stop Server
.
Click
Start Server
.
To trigger a referral prompt for service entry:
Click
Administrative Options
.
Click
Contracts
.
Click
Manage Subservices
.
Click
Referral Service Category
or
Referral Subservice
.
Check
Enabled
for the service category(s) or subservice(s) that will trigger referrals.
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.
Click
Find Client
.
Enter search criteria.
Click
Search
.
Click the client record.
Click
Details
.
Click
Service
.
Click
New Service
.
Complete the fields for the service.
Click
Save
.
Click
Yes
.
Click
Add Referral
.
Complete the fields for the referral.
Click
Save
.
Click
here
to download these instructions.
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