Tutorial: View Referral Details for a Child

Use this tutorial to view the details of a referral on the Referrals page.

Complete the following steps to perform this tutorial:

  1. Display the Referrals page.

Referrals page (default view)

Referrals page (default view) for Coordinator/District roles

Referrals page (default view) for State role

NOTE:  Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

  1. Double-click on a referral in the Referrals table.  The page refreshes and displays detailed information below the table.

Referrals page (details view)

  1. View the child's details.

The Child section displays the following demographic data:

The data in this section of the page is read-only.

  1. View the child's contact information.

The Primary Contact section displays the name of the child's primary contact person, and includes the following details:

The data in this section of the page is read-only.

The Alternate Contact section displays the name of the child's secondary contact person (if available), and includes the following details:

The data in this section of the page is read-only.

  1. View the details of the child's referral.

The Referral section displays the source and reason of the child's referral, and includes the following details:

The data in this section of the page is read-only.