C&R

Consents & Referrals

** 1. What is the difference between consents and referrals? ** Consents allow agencies to share various client information from their activity list with an other agency. Referrals are done electronically when you need to send a client to another agency for further treatment at that agency.

Consents must be done for each client separately. Click on consents on left side tree. Choose the agency and if your agency has a consent disclosure for this agency, the disclosure section will automatically populate. If not, you will have to select each item to be disclosed. Make sure that consent is signed by the client. Please be sure that you have the correct agency name as listed on SMART.
 * 2. How to make Consents? **

Please use the link from the consent screen which state " Create Referral using this disclosure Agreement" If the facility and/or program name field is blank, this agency is not setup in SMART. Please contact the agency to verify their agency name in SMART and whether or not you should be doing a referral to this agency.
 * 3. How to make Referrals? **

Be sure to change the consent date to the date of the information that needs to be shared. For example if you want
 * 4.What should be the consent dates & Referral Dates? **