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| − | [[File:helpheader_small.png|right]] | + | #REDIRECT [[Case Manager]] |
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| − | [[File:cl_RA_1.png]]
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| − | The Referral Audit is a management tool to check the referrals/cases that have been entered on the system.
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| − | =The Search=
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| − | [[File:cl_RA_2.png]]
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| − | At the top of the of the page is the search options:
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| − | * '''Earliest Date to Include''' - The start date of the period to be checked.
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| − | * '''Latest Date to Include''' - The end date of the period to be checked.
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| − | * '''User Entered By''' - All users or a selected user to be checked.
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| − | * '''Project''' - All projects or selected project to be checked.
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| − | * '''Unchecked, Checked or All''' - Previously checked, not yet checked or all.
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| − | * '''Incomplete, Complete or All''' - Open referrals, closed referrals or all.
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| − | * '''List Order''' - The display order of the results.
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| − | After entering the required criteria click the 'List Again' button to display the results. From the search results you are able to check the following three things:
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| − | * '''The service user details''' - By clicking (or right click and open in new tab) on the persons/organisations name you will be taken to the service users record so you can check the data entered.
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| − | * '''The details of the referral''' - By clicking (or right click and open in new tab) on the description you will be taken to the referral record so you can check the data entered.
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| − | * ''''Check' button''' - This will take you to the outcome screen so that you can enter the outcome notes and enter closure information.
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| − | =Check/outcome screen=
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| − | [[File:cl_RA_3.png]]
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| − | On the out come screen you will be displayed:
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| − | * '''Summary of service users details''' - Displays the key contact details for the service user.
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| − | * '''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.
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| − | * '''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.
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| − | ** '''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.
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| − | ** '''Check Completed?''' - When set to yes will mark the referral/case as checked.
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| − | You can then either:
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| − | * '''Display Benefits''' - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
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| − | * '''Save and Close''' - Click the 'Save and Close' button to submit any changes and return to the audit page.
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| − | ----
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| − | [[File:helpheader_small.png|right]]
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