If you would like to add some extra information to your referral, you can achieve this by adding an internal note, or by sending a message to the provider or referrer.
What is a Message?
A message is how the referrer and the provider can communicate within the referral. The referrer will be notified of the message, and be able to view it, if they are a Caredove user. The registrant does not have access to messages and does not get notification of messages.
To start, navigate to Referrals and choose your Inbox or Outbox. Using the 3-dot menu, select Message.
Examples:
The referrer might let the provider know that the registrant has a dog in the house, or smokes.
The referrer might let the provider know the correct address and postal code if they made a mistake on initial submission.
The provider might communicate to the referrer that the registrant's phone number is incorrect.
What is a Note?
A note is a method of adding more referral details. There is no communication back and forth between two parties, with a note. Other users do not receive an email notification about a note, it simply adds a Note icon in either their inbox or outbox to indicate more information has been added.
The registrant does not have access to notes.
To add a note, navigate to Referrals and choose your Inbox or Outbox. Using the 3-dot menu, select Note.
Internal Note
Where can you view it? Parent or Child Referral
Who can add one? Either the referral sender or receiver.
Who can view it? ONLY users at the author’s agency
When can you view it? Regardless of which referral (parent or child) that the note is added to, it will be visible at both once submitted.
Standard Note
Where can you view it? Within the referral the provider adds it to (one of parent or child referral)
Who can add one? User who received the referral.
Who can view it? Employees of the agency + anyone who has access to view the PHI of the referral (such as the referral sender)
When can you view it? Once the provider adds it to the referral, the sender can automatically view it in the outbox.
Note examples:
Internal: You (the provider) add a note reminder to follow up with the client for additional information, such as their email.
Internal: An intake staff member at your agency adds a note regarding the caregiver for the final provider i.e. caregiver has indicated they are best reached in the morning.
Standard: Provider may add information regarding the referral such as "Thanks for the referral. Next time please include client's diagnosis in the comments box."
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