eReferral to Community CHRIS Release 2.6 September 3, 2015 Darlene Patgunarajah

Background – Community Referral Community Support Service Agencies (CSSAs)

Background – Business Need Currently, CCACs are tracking priority for each client using the comments field in CHRIS or in a separate document. inefficiencies inconsistencies Lack of provincial standards for managing priorities for Expanded Role Referrals CCACs need the ability to set up and configure these priorities locally CCACs develop their own standards to manage priorities at the local level

Solution Overview

Agenda

CHRIS Maintenance Refer to Job Aid: CHRIS_R2.6_eR2C_CHRIS-Maint_AA-JA As Application Administrator, navigate to the eReferral Priorities screen in CHRIS Maintenance settings:

Client Services Refer to Job Aid: CHRIS_R2.6_eR2C_Priority-CS-JA Priority is entered at the ‘Add Service/Add Agency’ step The priority is entered for the referral and applies to ALL agencies in that referral. When adding additional agencies to a referral, users can update the Priority Value and the new value will apply to all agencies and updated in HPG (‘Send Update’ not required)

HPG – Referral Management Priority has been added to the Referral Application: The following are the Priority-related enhancements in HPG – Referral Management:

HPG – Referral Management Priority has been added to the Search Results grid: Priority has been added to the Referral Details:

HPG – Referral Management When a priority is changed in CHRIS, it is automatically updated in HPG, captured in the Notification Log

HPG – Referral Management Waitlist Waitlist View tab is now available from Referral Management screen

HPG - Referral Management Other enhancements CSSA Accepts Referral CSSA Declines Referral CSSA Waitlists Client CSSA Admits Client CSSA Client Withdraws CSSA Withdraws CSSA Discharges Client Withdrawal Reason now included in notification to CSSA

New (additional) States All Community Service Referral Types Expanded Role Referral only * = New Manual Task