The new “Request Referral to Case” feature empowers users to request a referral to an existing case, helping to ensure that each case is managed under a single record. This approach significantly reduces the chances of duplicate cases being created, ensuring that case management stays efficient and accurate.
Benefits of the Feature #
- Prevents Case Duplication: By enabling users to request referrals to existing cases, SimplifyPI ensures that only one case record exists for each incident, preventing unnecessary duplication.
- Improves Case Management: The process ensures that case information is centralized, reducing confusion and the risk of errors.
- Clear Communication: The feature provides easy-to-understand notifications for all involved offices, improving communication and response time.
How It Works #
Users who know that a case already exists in SimplifyPI can request a referral to that case through the following steps:
- Navigate to the “Cases” tab from the SimplifyPI menu.
2. Click on the “Create Case” button and select “Request Referral to Case”.
3. A pop-up window will appear, prompting you to fill in the following details:
- First Name (Mandatory)
- Last Name (Mandatory)
- Date of Incident
- Offices referred to the case (You can select up to 5 offices)
4. The selected offices will receive an email notification with the referral request. They will have two ways to respond:
- Click the “Details” tab directly from the email, or
- Go to the “Cases” tab in the SimplifyPI menu, scroll to the bottom of the page, and look for the “Referral Request” section.
5. Referral Status
- If the request has been made by another office, it will show under “Waiting on Response”.
- If the user has received a referral request, it will be listed under “Needs Response”.
6. The receiving office can either accept or reject the referral request.
- If rejecting, the user will be prompted to provide a reason for the rejection.
- If accepting, the user will select the appropriate case and click Submit.
Note: Please note that any referral requests older than 30 days will be automatically deleted, ensuring that your system remains clean and free of outdated data.
