eReferral to CommunityCHRIS Release 2.6

September 3, 2015

Darlene Patgunarajah

Community Referral

Traditional Services

Foot care, Meals on Wheels, Transportation etc.

Expanded Role

Adult Day Program, Assisted Living,

Supportive Housing

Background – Community Referral

Community Support Service Agencies

(CSSAs)

Background – Business Need

Currently, CCACs are tracking priority for each client using the comments field in CHRIS or in a separate document.

inefficiencies inconsistencies

Lack of provincial standards for

managing priorities for Expanded Role

Referrals

CCACs need the ability to set up and configure these priorities locally

CCACs develop their own standards to

manage priorities at the local level

Solution Overview

Local Priority

Values & Ranking

Updated Waitlist Report

Priority + #Days Waiting

Priority info to CSSA

Waitlist in HPG

Agenda

CHRIS Maintenance

Client Services

HPG

Waitlist Reports

CHRIS Maintenance

Refer to Job Aid: CHRIS_R2.6_eR2C_CHRIS-Maint_AA-JA

As Application Administrator, navigate to the eReferral Priorities screen in CHRIS Maintenance settings:

Client Services

Refer to Job Aid: CHRIS_R2.6_eR2C_Priority-CS-JA

Priority is entered at the ‘Add Service/Add Agency’ step

Complete the process to add an Expanded Role Referral

Type (admit/eligible)

Add Service/Agency

The priority is entered for the referral and applies to ALL agencies in that referral.

When adding additional agencies to a referral, users can update the Priority Value and the new value will apply to all agencies and updated in HPG (‘Send Update’ not required)

HPG – Referral Management

Priority has been added to the Referral Application:

The following are the Priority-related enhancements in HPG – Referral Management:

HPG – Referral Management

Priority has been added to the Search Results grid:

Priority has been added to the Referral Details:

HPG – Referral Management

When a priority is changed in CHRIS, it is automatically updated in HPG, captured in the Notification Log

HPG – Referral ManagementWaitlist

Waitlist View tab is now available from Referral Management screen

HPG - Referral ManagementOther enhancements

• CSSA Accepts Referral

• CSSA Declines Referral

• CSSA Waitlists Client

• CSSA Admits Client

• CSSA Client Withdraws

• CSSA Withdraws

• CSSA Discharges Client

Withdrawal Reason now included in email notification to CSSA

New (additional) StatesAll Community Service Referral Types

CSSA Accepts Referral

Client Withdraws

CSSA Withdraws CSSA Admits CSSA

Waitlists

Client Withdraws

CSSA Withdraws

CSSA Admits

Expanded Role Referral

only

* = New Manual Task