Referrals

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 on 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:

1. Click the Referrals tab.

2. Click Create Referral.

3. Click the Referral Type drop-down and click type.

4. Click the Referred To drop-down and click entity.

5. Click the Referral Date and click date.

6. Click Notes and enter any notes about the Referral.

7. Click Save.

   Open

   

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:

1. Click View under the Pending Referrals Tracker.

2. Click the Client Name to view the Client’s Dashboard.

3. Click Accept.

To Decline a Referral-Vendors

From the Home screen:

1. Click View under the Pending Referrals Tracker.

2. Click the Client Name to view the Client’s Dashboard.

3. Click Decline.

To Terminate a Referral-DDC Coordinators and Vendors (For accepted referrals only)

From the Client’s Dashboard:

1. Click the Referrals tab.

2. Click the Referral ID link to open and view the Referral.

3. Click Terminate.