Overview
Service Referral Management is a Closed-Loop Referral System that helps public agencies and private providers seamlessly collaborate on service coordination, improving information sharing, tracking service delivery in real time, and ensuring families receive support without unnecessary delays.
How do I view and add Services and Contracts?
To view your Services and Contracts, go to the Providers and Services Dashboard. Navigate to the dashboard in Binti by going to Children & Youth on the blue ribbon, then choosing Providers & Services in the dropdown. Agency Admins will have the ability to add services here as well by clicking 'Create New Service'.The dashboard will look similar to this:
How do I view/edit the details of a service?
On the Providers and Services Dashboard go to the
located under Actions and choose Service Details. This will pull up a page
that lists all the details of the service
You can edit the service by clicking edit and depending on your permissions you can delete by clicking delete. Deleting a service cannot be undone.
How do I view/edit the Service Contracts associated with a service?
Service Contracts are located on the Service Details page. To edit or delete a service contract go to the menu. Details will include the start and end date of the service and the billing type. Please note that the Date of service field is bound by the date that the service referral is accepted
How do I view/create a Service Referral?
How do I view the Referral as a Provider?
Providers will also go to the Service Referrals Dashboard and will be able to view all referrals.
Workers with appropriate permissions will also be able to accept or reject referrals that are in pending by clicking View Service Referral in the dashboard ,and then choosing Accept or Reject in the top right. If they accept, the referral will be moved to in progress and if they reject, they will be asked to give information on why they rejected. Once accepted, they will be able to add service records to the referral, which are linked to the contracted cost data of each service.
Is there any reporting available for Service Referrals?
Referring agency admins or fiscal admins can use the Service Invoice Report to get an overview of service invoices across all of their providers and potentially replace the existing, often manual billing processes at their agencies. Navigate to this report by going to Reports on the blue ribbon, choosing Reports Dashboard, and searching for the Service Invoice Report.