When referring a client for a service, the case worker specifies an appropriate service to refer the client for. The service specified dictates whether the referral can be created for multiple clients or for a single client. A case worker can select from a list of referral services registered in CPM or alternatively the case worker can manually specify an unregistered service.
At least one client is specified as the recipient of the service. If the integrated case has only one client, the system automatically creates the referral for that client by default. To aid case workers and clients, referral services can be appropriate for one client or for multiple clients. If a service is appropriate for multiple clients, multiple clients can avail of the same service. For example, a case worker may decide to refer a married couple for parenting classes.