Difference between revisions of "Referral Closure and Outcome Details"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
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''Location in standard build:'' '''''[[Client Details Screen]] > Summary tab > click on "Outcome" for a Referral OR click on "Not Closed link or closure date"'''
 
  
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''Also accessible from:'' '''''Record a Contact screen > "Save and Go To Outcome"'''''
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The Referral Closure and Outcome details screen is where outcomes (Benefits, outcome codes and ladders outcomes) are recorded and referral closure.  If the project uses ladder outcomes they will be displayed here.
  
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The Referral Closure and Outcome details screen has two purposes:
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=Referral Closure and Outcome Details without Ladder Outcomes=
  
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* to allow the user to enter details of when a Referral is Closed, if the project uses manual referral closure (reports can then be produced based on these closure dates)
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[[File:ref_out1.png|900px|alt="a screenshot of the referral outcome page with no ladder outcome information."]]
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* to allow the user to enter an Outcome for the relevant Referral, using the list of Simple Diary Outcomes
 
  
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[[File:RCOD_1.png|790px|border]]
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On the screen you will be displayed:
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* '''Summary of service users details''' - Displays the key contact details for the service user.
 +
* '''Summary of the case/referral (Enquiry history)''' - This display a summary of each record recorded on the case/referral.  You can click (or right click and open in new tab) the 'View Referral' to expand the details.
 +
* '''Outcome Details''' - The section is where you close the referral and enter the checking/outcome notes:
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** '''Referral Closure Date''' - The date that the case/referral is closed.  If the project is set to automatic this will display the date that the final outstanding action was completed.
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** '''Outcome Notes''' -  This is where you enter the outcome closure notes.
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** '''Simple Outcome''' - This is the case/referral outcome/closure reason.
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** '''Subcategory for...''' - This will display the referral/case subcategory if used.
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** '''Date Awarded''' - If any benefits or grants have been awarded this displays the recorded award date.
 +
** '''Monetary Outcome''' - This displays the total awarded for all benefits/grants.
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** '''Arrears Obtained''' - The displays the total arrears gained for all benefits/grants.
  
 +
You can then either:
 +
* '''Save and Close''' - Click the 'Save and Close' button to submit any changes and return to the audit page.
 +
* '''Display Benefits''' - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
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* '''Outcome Codes''' - If [[Classification Codes]] have been added as outcomes to the project these can be entered here.
  
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==Information about the Referral==
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=Referral Closure and Outcome Details with Ladder Outcomes=
  
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Above the Closure/Outcome section, the history of the Referral so far is displayed. There is basic information about the related org/person, as well as a condensed history of the Contacts that have been recorded.
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[[File:ref_out2.png|900px|alt="a screenshot of the referral outcomes page, including data entry fields for ladder outcomes."]]
  
 +
On the screen you will be displayed:
 +
* '''Summary of service users details''' - Displays the key contact details for the service user.
 +
* '''Ladder Outcomes''' - On the right you find a New Record link to add the outcomes for assessments.  Each question is displayed with a drop down to select the answer.  Each assessment required the date of assessment and you can optionally specify who did the assessment.  Once saved the Change from earliest to latest will update.
 +
* '''Outcome Details''' - The section is where you close the referral and enter the checking/outcome notes:
 +
** '''Referral Closure Date''' - The date that the case/referral is closed.  If the project is set to automatic this will display the date that the final outstanding action was completed.
 +
** '''Outcome Notes''' -  This is where you enter the outcome closure notes.
 +
** '''Simple Outcome''' - This is the case/referral outcome/closure reason.
 +
** '''Subcategory for...''' - This will display the referral/case subcategory if used.
 +
** '''Date Awarded''' - If any benefits or grants have been awarded this displays the recorded award date.
 +
** '''Monetary Outcome''' - This displays the total awarded for all benefits/grants.
 +
** '''Arrears Obtained''' - The displays the total arrears gained for all benefits/grants.
  
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==Closure and Outcome entry==
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You can then either:
 +
* '''Save Details''' - Saves changes made and refreshes the page.
 +
* '''Save and Close''' - Click the 'Save and Close' button to submit any changes and return to the audit page.
 +
* '''Display Benefits''' - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
 +
* '''Show Chart''' - Displays a bar or radar chart for the ladder outcomes that have been saved.
 +
* '''Outcome Codes''' - If [[Classification Codes]] have been added as outcomes to the project these can be entered here.
  
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[[File:RCOD_2.png|border]]
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=Display Benefits=
  
 +
[[File:ref_out4.PNG|1000px|alt="a screenshot of the benefit entry fields. Including benefit awarded, date applied. and value of award."]]
  
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You can now fill in the following:
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It is important that dates are entered as this used by the Benefits Report.
 +
* '''Benefit Awarded''' - Select the benefit that has been applied for/awarded.  New benefits and default values are adding on the [[Benefits]] set up page.
 +
* '''Date Applied''' - This is the date of the application.
 +
* '''Date Notified''' - This is the date that you were notified of the decision.
 +
* '''Date Awarded''' - This is the actual start date of the award.
 +
* '''Date Ended''' - If it is fixed term this is the end date of the award.
 +
* '''Value of Award''' - The amount of award.
 +
* '''Lump Sum/Backdated Award''' - If it's a grant that would be entered here or any back pay.
 +
* '''Obtained By Us''' - Has your organisation assisted the service user with this application.
 +
* '''Person Obtained By''' - The person that assisted the service user.
 +
* '''Confirmed or Estimated''' - The status of the application:
 +
** '''Confirmed''' - Service user has been notified and your organisation has been notified that the claim was successful.
 +
** '''Unconfirmed''' -  The is known as a potential benefit, it has been applied for but no notification has been received.
 +
** '''No Entitlement''' - The service user has been notified that they are not entitled to the benefit that they applied for.
 +
** '''Rejected - Appealing''' - The service user has been informed that they are not entitled but are appealing against the decision.
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** '''No pursuit of claim''' - Generally when a claim is stalled for further details or investigation and the service user is no longer engaging in the claim.
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* '''Operations'''
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** '''Plus Icon [[File:Icon_blackandwhiteplus.png]]''' - Adds a new line.
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** '''Cross Icon [[File:Icon_blackcross.png]]''' - Deletes the line, this cannot be undone once saved.
  
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* Referral Closure Date - the date that the Referral closed. This is the only field that needs to be filled in, if you want to manually close a Referral.
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=Show Chart=
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* Outcome Notes - free text; information about the closure and the outcome of the Referral.
 
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* Outcome - uses the list of Simple Diary Outcomes
 
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* [[Project Subcategory|Project Subcategories]]
 
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* Date awarded - relates to the two fields below
 
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* Monetary Outcome - if this referral resulted in financial gain of some sort, enter it here
 
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* Arrears Obtained - as above
 
  
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----
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This displays the Ladders Assessments in a graphical format.  On the left you can select the ladders to display.  The image can be printed or saved and added to a report. 
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[[File:helpheader_small.png|right]]
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:02, 1 September 2015 (BST)
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If a bar chart is required click on the 'Show as Bar Chart' button.
 +
 
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=Outcome Codes=
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Oucome codes are generally used to record soft outcomes, the things a service user has gained or benefitted from using your service.  The outcomes are grouped and multiple groups can be used with a project, see [[Project_Set_Up#Code_Settings_tab|Project Set Up]] for details.
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[[File:ref_out5.png|900px|alt="a screenshot of the outcome codes page."]]
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From the drop down select the outcome code group you wish to use.  You can either type the code in the box provided (if known) or use the level dropdowns to generate the code.  Click on the [[File:Icon_plus.PNG]] icon to add a new line.  When finished click 'Save Details'.

Latest revision as of 11:09, 29 February 2024

Helpheader small.png

The Referral Closure and Outcome details screen is where outcomes (Benefits, outcome codes and ladders outcomes) are recorded and referral closure. If the project uses ladder outcomes they will be displayed here.

Referral Closure and Outcome Details without Ladder Outcomes

"a screenshot of the referral outcome page with no ladder outcome information."

On the screen you will be displayed:

  • Summary of service users details - Displays the key contact details for the service user.
  • Summary of the case/referral (Enquiry history) - This display a summary of each record recorded on the case/referral. You can click (or right click and open in new tab) the 'View Referral' to expand the details.
  • Outcome Details - The section is where you close the referral and enter the checking/outcome notes:
    • Referral Closure Date - The date that the case/referral is closed. If the project is set to automatic this will display the date that the final outstanding action was completed.
    • Outcome Notes - This is where you enter the outcome closure notes.
    • Simple Outcome - This is the case/referral outcome/closure reason.
    • Subcategory for... - This will display the referral/case subcategory if used.
    • Date Awarded - If any benefits or grants have been awarded this displays the recorded award date.
    • Monetary Outcome - This displays the total awarded for all benefits/grants.
    • Arrears Obtained - The displays the total arrears gained for all benefits/grants.

You can then either:

  • Save and Close - Click the 'Save and Close' button to submit any changes and return to the audit page.
  • Display Benefits - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
  • Outcome Codes - If Classification Codes have been added as outcomes to the project these can be entered here.

Referral Closure and Outcome Details with Ladder Outcomes

"a screenshot of the referral outcomes page, including data entry fields for ladder outcomes."

On the screen you will be displayed:

  • Summary of service users details - Displays the key contact details for the service user.
  • Ladder Outcomes - On the right you find a New Record link to add the outcomes for assessments. Each question is displayed with a drop down to select the answer. Each assessment required the date of assessment and you can optionally specify who did the assessment. Once saved the Change from earliest to latest will update.
  • Outcome Details - The section is where you close the referral and enter the checking/outcome notes:
    • Referral Closure Date - The date that the case/referral is closed. If the project is set to automatic this will display the date that the final outstanding action was completed.
    • Outcome Notes - This is where you enter the outcome closure notes.
    • Simple Outcome - This is the case/referral outcome/closure reason.
    • Subcategory for... - This will display the referral/case subcategory if used.
    • Date Awarded - If any benefits or grants have been awarded this displays the recorded award date.
    • Monetary Outcome - This displays the total awarded for all benefits/grants.
    • Arrears Obtained - The displays the total arrears gained for all benefits/grants.

You can then either:

  • Save Details - Saves changes made and refreshes the page.
  • Save and Close - Click the 'Save and Close' button to submit any changes and return to the audit page.
  • Display Benefits - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
  • Show Chart - Displays a bar or radar chart for the ladder outcomes that have been saved.
  • Outcome Codes - If Classification Codes have been added as outcomes to the project these can be entered here.

Display Benefits

"a screenshot of the benefit entry fields. Including benefit awarded, date applied. and value of award."

It is important that dates are entered as this used by the Benefits Report.

  • Benefit Awarded - Select the benefit that has been applied for/awarded. New benefits and default values are adding on the Benefits set up page.
  • Date Applied - This is the date of the application.
  • Date Notified - This is the date that you were notified of the decision.
  • Date Awarded - This is the actual start date of the award.
  • Date Ended - If it is fixed term this is the end date of the award.
  • Value of Award - The amount of award.
  • Lump Sum/Backdated Award - If it's a grant that would be entered here or any back pay.
  • Obtained By Us - Has your organisation assisted the service user with this application.
  • Person Obtained By - The person that assisted the service user.
  • Confirmed or Estimated - The status of the application:
    • Confirmed - Service user has been notified and your organisation has been notified that the claim was successful.
    • Unconfirmed - The is known as a potential benefit, it has been applied for but no notification has been received.
    • No Entitlement - The service user has been notified that they are not entitled to the benefit that they applied for.
    • Rejected - Appealing - The service user has been informed that they are not entitled but are appealing against the decision.
    • No pursuit of claim - Generally when a claim is stalled for further details or investigation and the service user is no longer engaging in the claim.
  • Operations
    • Plus Icon Icon blackandwhiteplus.png - Adds a new line.
    • Cross Icon Icon blackcross.png - Deletes the line, this cannot be undone once saved.

Show Chart

This displays the Ladders Assessments in a graphical format. On the left you can select the ladders to display. The image can be printed or saved and added to a report.

If a bar chart is required click on the 'Show as Bar Chart' button.

Outcome Codes

Oucome codes are generally used to record soft outcomes, the things a service user has gained or benefitted from using your service. The outcomes are grouped and multiple groups can be used with a project, see Project Set Up for details.

"a screenshot of the outcome codes page."

From the drop down select the outcome code group you wish to use. You can either type the code in the box provided (if known) or use the level dropdowns to generate the code. Click on the Icon plus.PNG icon to add a new line. When finished click 'Save Details'.

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