In this tutorial, you'll learn how to add a referral / resource connection to a family assessment

Note: Not all assessments have a referral section.

On the Assessments page, find and click the "edit" pencil to open up the assessment you wish to add a referral to.

Scroll to the bottom of the record. For the question about Resource Connections, click "Yes" to open the record.

Complete the referral / connection record.

Who does the referral pertain to?

Select please
Child
Family
Father
Foster parent
Grandparent
Legal guardian
Mother
Multiple family members
Other (please specify)
Stepparent

The Connection Type and Connected By fields will have a default selection that can be changed.

Enter the Agency Name the family was referred to. And enter notes about why the referral is being made in Connection Reason.

Click "Assessments" to return the main assessments page.

To update the referral, you can either go back to the assessment record where the referral was entered, or you can use the Family Assessment Resource Connections table below it to locate the referral you want to update. Click the edit pencil.

Click the calendar to enter the date you followed up with the family.

Select Service Result
Yes, received services
No - Waitlist
No - Services not available in community
No - Family already receiving services
No - Family has not contacted connection agency
No - Family refused connection
No - Family did not qualify / not eligible
No - Family attempted contact
No - Family made contact

Adding a Referral / Resource Connection to an Assessment