Referrals: Add Compliance tab and/or Attachments
Allow related and needed documents to be uploaded and attached to referrals prior to opening a case.
This modification has been completed. Once testing is complete, we will start to deploy to systems.
Anyone want to be one of the first to get it?
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Judy Bienvenu commented
I would still like to see this enhancement, if possible please. Add we are very interested in having this in our GCM system.
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Judy Bienvenu commented
We would be more than happy to give it a test drive!
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Katie Pickard commented
Lutheran Community Services Northwest would like to be one of the first, too. This is a great update!
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Jennifer White commented
Maryhurst would love to be one of the first!
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Leon Manning commented
Allow the end-user to attach referral documents to referrals - items such as: questionnaires, applications, etc.
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Anonymous commented
Have intake packets available in the referral of a consumer instead of waiting until case is open so that the child's info will auto populate into the forms at the time of referral.
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Shannon Battle commented
Have access to add documents to client referrals. Be able to accept placement and have preprinted information on intake packet.
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Pending Review: https://basecamp.com/1764839/projects/664862/todos/193473212
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Anonymous commented
The state prefers that we get the intake packets into the system and in the file prior to a child being placed. In trying to be as proactive as possible, it would make sense to have the intake packets able to be printed/emailed at the time of referral, not after the placement. Having a child's name, Medicaid, and record number as well as other demographics pre-printed on the intake packets would be helpful and will save us time as we are trying to gather as much information and documents as we can prior to a child being placed. Can we please get the intake packet so that it is available during the referral stage of the process? Thank you!
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This would allow all case fields to be captured at referral (as needed).