DDC Coordinators can create referrals for vendors associated with a client’s case. The types of service providers include a legal team (Petitioning Attorney, Guardian Ad Litem, and Court Visitor) and Professional Guardian. When a provider receives a referral they will be able to view client information and shared documents in order to determine if they will accept the referral or not. If a provider accepts a referral they will have a set of services they can bill for. The DDC coordinator will close a referral after a provider has completed their role in a case. For example after a judge makes a ruling on a court case then the legal team is no longer actively working the DDC case. For professional guardians their referral will stay open for years, maybe decades, allowing them to bill for services as needed.
To Create a Referral-DDC Coordinators
From the Client’s Dashboard:
Click the Referrals tab.
Click Create Referral.
Click Referral Type drop-down and click type.
Click Referred To drop-down and click entity.
Click Referral Date and click date.
Click Notes and enter any notes about the Referral.
Click Save.
Note: Coordinators can Delete or Accept a referral after creating by clicking the Delete or Accept button.
To Accept a Referral-Vendors
From the Home screen:
Click View under the Pending Referrals Tracker.
Click the Client Name to view the Client’s Dashboard.
Click Accept.
To Decline a Referral-Vendors
From the Home screen:
Click View under the Pending Referrals Tracker.
Click the Client Name to view the Client’s Dashboard.
Click Decline.
To Terminate a Referral-DDC Coordinators and Vendors (For accepted referrals only)
From the Client’s Dashboard:
Click the Referrals tab.
Click the Details Icon to view the Referral.
Click Terminate.