Consents+&+Referrals

Consents & Referrals - See also the TIP sheet and video.

** 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 or supervision at that agency.

** 2. How to make Consents? ** 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.

Other key issues to ensure a proper consent are:
 * Correct consent date. Only information on or after the consent date will share.
 * Choose "yes" to the question "Has client signed the consent" (but only if he or she has!)

** 3. How to make Referrals? ** 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.

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

Referral date is the date that you are making the referral to the outside agency.