After Referrals are Made

When the referred client arrives at the outcomes agency, the outcome worker searches for the referred client with the pending referral. Information is available such as: client name, case reference, whether there is an active plan, date referred, referred by name, and referral status. Outcome workers can assign the client's referral to themselves. The referral is now considered to be in progress. At this point the outcome worker can complete the referral, or it can be left in progress. If more than one person from the same household is referred, A&T does not assume all the clients will visit the outcome worker at the same time. Referrals are processed by individual.

A&T makes it easy for the eligibility worker to know when a client has visited the outcome worker. The eligibility worker can view the referral details and note that the status has changed. The outcome worker can create an advisement with details of the referral meeting. For more information, see the Advisements section of this guide.

When the eligibility worker learns that the client has work registered, the eligibility worker enters in Evidence the work registration details.