How do I accept or reject a service referral?

Overview

When an agency sends your team a referral, it waits in Pending until someone accepts or rejects it. Here's how to respond.

How do I accept a referral?

1. Navigate to Children & Youth on the top blue navigation bar.
2. Select Service Referrals in the dropdown.
3. On the Pending tab, find the referral and click the  located under the Actions row.
4. You can either select "Accept" from this dropdown menu, or select "View" to see the Service Details page before accepting on that page.

The referral moves to In Progress, and you can start adding service records. Binti saves the day you accept as the referral's acceptance date.

How do I reject a referral?

1. Navigate to Children & Youth on the top blue navigation bar.
2. Select Service Referrals in the dropdown.
3. On the Pending tab, find the referral and click the  located under the Actions row.
4. You can either select "Reject" from this dropdown menu, or select "View" to see the Service Details page before rejecting on that page.
5. Choose a reason for rejecting the referral and add any details, then confirm.

Please note: Rejecting a referral can't be undone, so check before you confirm. The referring agency sees the reason you choose.

Why don't I see Accept or Reject?

Not every role can respond to referrals. If you can view a referral but can't accept or reject it, ask an admin at your agency to respond, or to update your permissions.