Referrals And How To Create One

There are two types of referrals in the MPOWR system, MPOWR Referrals (electronic) and Quick Referrals. MPOWR Referrals are sent electronically between agencies and allow agencies to track referrals, monitor the responses to those referrals, and monitor the outcomes of those referrals. Quick Referrals tracks referrals but does not provide the same referral "loop" as electronic referrals.

Sending Electronic Referrals

The MPOWR Referral button is located on the Goal Edit screen inside the details of the goal (directly below the "Goals/Steps" section of the screen).

Note: Referrals can be made to both "internal" agencies (other agencies that are also using MPOWR within your community) and "external" agencies.

IMPORTANT: Goal plans must be set‐up in IMPORTANT: Each agency MUST have a person set up in MPOWR as the "referral recipient" before referrals can be sent to them. If a referral recipient is not already set up in the system, MPOWR will not be able to send an electronic referral as the system will not know where to send the referral.

example: A participant needs a step of "completing a resume" added to the goal of getting a full‐time job. To achieve this, refer the participant to an agency that offers a resume development class.

Click on "MPOWR Referral" to bring up the provider directory search screen.

After clicking the "MPOWR Referral" button, click on the "Search Providers" button on the next screen.

This will bring up the Provider search screen. There are three options to search from: Provider Name ‐ if the name of the agency the referral is being sent to is known; By Service Provided – to search based on function, and by Individual – to search staff at other agencies.

(1) For this example, choose the "By Service Provided" tab

(2) - (4) After choosing the Category and Service, click the "Search" button to find a provider associated with this service and any keywords used during the search.

(5) A list of agencies will come up at the bottom. Review the agency details to determine the best fit by clicking "Details" next to the name. Check the box with the most appropriate fit.

(6) After clicking the check box, click on "Select" at the top right.

This will bring up the final screen.

Note: If there is not a referral recipient at the agency receiving the referral, the system generates the warning below. Recipients must be set up each agency. For assistance setting up those roles, contact support at https://mpowr.zendesk.com.

The final referral screen…

  1. Select the referral recipients name from the list of referral recipients.

  2. Click "Send/Save" to complete the referral.

IF the "Create Goal Step" checkbox was selected (recommended) the referral becomes part of the participants’ achievement plan as a goal step. That step will automatically be marked complete when the referral is accepted OR when the follow‐up note is entered, depending on agency preference.

Receiving Electronic Referrals

Once referrals are sent, the recipient of those referrals will notice a notification on their main dashboard indicating a new referral has been received. The recipient will also receive a message in their external email system as well as their MPOWR message box. Referrals can also be accessed from the Assessment Dashboard on the menu:

Click on the referral in Incoming Notifications from the dashboard to be brought to the Assessments Dashboard. The system routes directly to the referral in question for easy reference. See below:

Three key points of information on the dashboard: (info here Bob needs to check) as this is diff. then the old look

  1. Referral ID number
  2. Agency making the referral
  3. Name of the participant being referred

    Note: If the name of the participant is not visible, it indicates the R.O.I. has not yet been completed and opened between the referring agency and your agency for this participant. An intake can be done so the referral information ca

Click on the referral in Incoming Notifications from the dashboard to be brought to the Assessments Dashboard. The system routes directly to the referral in question for easy reference. See below:

  1. Additional information regarding the referral can be found here:
  • Agency that sent the referral
  • Staff member log‐in that sent the referral
  • Staff member referral was sent to (referral recipient)
  • Agency referral was sent to
  • Participant info (ID and Name)
  • Any notes included in the original referral would appear here

  • Adding a Status Note with additional information about the decision to accept or decline the referral is optional and can be done here.

  • "Accept" or "Decline" the referral (this will be recorded in the MPOWR system)

    Note:
    The "Mark Complete" box can be checked to have the goal step on the sending side of this referral auto‐completed at this point. Many times, agencies prefer to have this auto‐complete during the next step, which relates to the referral Outcome instead.

  • In some cases, a review of the goal associated with this referral is warranted. If so, click "Goals/Notes".

Once a referral is accepted or declined, an additional screen will appear. Complete the outcome status when the referral is accepted OR come back to this screen once the participant shows up (or does not show up) and record the outcome at that time.

Quick Referrals

Quick Referrals can be accessed from the fly‐out menu or in the upper right-hand corner under Provider Directory / Quick Referral. Quick Referrals tracks referrals for reporting purposes and provides an option to print the referral list to give to participants; however, it does not provide the same referral "loop" as electronic referrals.

The referral has been saved and is documented in the Referrals report in the iZenda reporting tool – it in NOT documented in the participant's individuals record. Click to "Return" to go back to the Participant Profile or "Print" using one of the three print options to print a copy of the Quick Referral List for the participant.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.

Powered by Zendesk