SMART Tip Sheets

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SMART Tip Sheets
Client Referral Consent Referral
This tip sheet focuses on how to share client
records and make client referrals using
SMART Total Pages 4
Maryland March 24, 2006 BGR Technical Support
301.397.2330
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Miscellaneous Notes
Client Referral

• Consent
• Before a client can be referred from one agency
  to another, there must be a client
  consent/disclosure in place.
• From the Menu Tree click on Consent and click on
  Add New Client Consent Record hyperlink
• Complete the Entities with DisclosureAgreements
  and all other required fields.
• If your agency has a pre-established Agency
  Disclosure Agreement with the agency you are
  referring your client to, it will automatically
  appear here. The existing disclosure agreement
  may be modified for this client.
• If there are no Agency Disclosure Agreements,
  you may create a consent for your specific
  client.
• 3. The Has the client signed thepaper agreement
  form field must be No, until the client has
  signed the consent.
• Once the Screen is completed click Save.

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Miscellaneous Notes
Client Referral

• Consent (cont.)
• Click on the Print Report icon. The consent
  will then appear in a PDF format.
• Print the Consent and obtain the Client and
  Witnesses signatures. A hard copy of the consent
  must be placed in the clients file.
• Once the clients signature is obtained return to
  the Consent screen and change the Has the Client
  signed the paper agreement form answer from No
  to Yes then click Finish
• Note By clicking Yes, the record becomes
  uneditable and a new consent must be established
  if any changes must be made.
• Click on the yellow Create Referral Using this
  Disclosure Agreement hyperlink
• Or go to the Menu Tree and click Referrals
• Review the following Tip Sheet to set up and send
  a referral.

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Referrals
Referrals

• Click Referrals.
• Complete all fields highlighted in yellow
• Click the Save button.
• Click the Finish button
• Once you have click on the Finish button the
  referral is automatically sent, and you will be
  taken to the Client Referral Status screen.
• Referrals coming into and leaving your agency can
  be tracked by accessing Referrals from the Agency
  section of the Menu Tree.

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