Step 5: Key Referral Window


To access the Referral screen from the Placement Summary screen, Position the cursor on the Referral Date field, and 
Press the F1=MoreData+ key.

This is an important screen in the flow of creating a new application. It can be accessed after the application is created by using the F1=MoreData key, but there is no reason to change data after the application set up. Into this screen you can key Referral Date and Source as you create the application. If the placement application was referred from another case or if you want the placement service to be added to an existing case, we recommend that you update these referral data fields.

.
PS3500-3 H Work with Placements 10/07/97
ADD Placement Summary 17:29:43

Appl CWS 1103 Client 240 Mr Robert Dalton Cox
ONECase CWS
.
: Referral 
: Referral Date/Source * 10/07/97 * PS 
: 
: ONECase Number * CWS * 5113_____ 
: -OR- 
: Worker ID * CWS_______ 
: -OR- 
: Name/Supervising Agency ______________________________ 
: Address 1 ______________________________ 
: Address 2 ______________________________ 
: City/State/Zip * ____________________ * __ __________ 
: Phone Number/Site ____________ 
: Agency Type * ___ 
: 
: Enter F8=Lookup* F12=Return F13=Update 
: 
: