Validating a Referral

Validating a Referral

Validating a referral is a key step in the referral process.  Service Manager allows the user to check the new referral against existing Service Agreements to help prevent duplication or referrals or service delivery.

Once all the mandatory data has been entered the referral can be validated by selecting the [Validate] button.

A referral is validated against existing Service Agreements in the following order

• Existing Service Users and Dwellings
• Existing Service Users only (Surname and DOB)
• Existing Dwellings only (Post Code)

There are 4 different pathways through validation with alternate outcomes:

No Matches

• If no matches are found then a new service user agreement and installation request will be created

Match is found - On the person

• Then a 'Person' match will be displayed.  A list of matches is displayed and the correct matching record can be selected.  This creates a change request on the existing service agreement record.

Match is found on the person and address

• Then a 'Both' match will be displayed.  A list of matches is displayed and the correct matching record can be selected.  This creates a change request on the existing agreement record.

Match is found on just the address

• Then an 'Address' match is displayed.  A list of matches is displayed and the correct matching record can be selected.  This creates a new agreement record and the existing equipment installed in that dwelling is shared between any existing service users and the newly added service user.  Such scenarios include moving into a scheme dwelling or two residents co-habiting.  

On all of the above scenarios - Even if a possible match is displayed then the user can still create a new service agreement and installation request.

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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