Search Page
After clicking the Referral tab, you will be brought to the referral search results page where you can see all referrals for the selected school and some brief information. This area also allows for searching and filtering of referrals to narrow down what you are looking for.
Clicking on a record will bring you to the Referrals Detail screen where more details are exposed and certain actions can be completed regarding the referral.
Color Coding
Each Referral record in the search results list will be shaded to indicate the status.
White
New - the referral has not yet had a status change since it was created.
Green
Accepted - the Counsellors has accepted the referral and is currently under their case load.
Red
Denied - either the referral has been denied by a Counsellors or by a Parent/Guardian. The specific details to this can be found when opening the referral and looking a the ‘History of Referral’ area.
Yellow
Waitlist - a Counsellors has put this referral on the waitlist so it can be looked into at a later date.
Gray
Closed - the referral has been closed by a Counsellor.
Referral Details
Details
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History of Referral
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Actions
Referral Status
Accept
Individual Counselling
When a student is specified for Individual Counselling, this indicates they should be in only one-on-one meetings with a Counsellor
This status makes the student available to select when creating a Log and having the meeting type of ‘Individual Counselling Session’ selected.
Targeted (Group) Counselling
Accepted a referral as Targeted indicates the students can meet with other students in a group environment.
Consent
Written Consent Obtained
This is to indicate that the Counsellor has received the signed consent form from the Parent/Guardian with permission to meet with their child.
It is highly recommended to upload this signed consent form when specifying Written Consent Obtained.
Verbal Consent Obtained
Verbal Consent is when the Counsellor has not yet received the signed consent form from the Parent/Guardian but did get verbal consent, either by Email/Phone Call/In Person/etc.
Denied by Parent/Guardian
When a Parent/Guardian denies the Counsellor from meeting with their child, setting the status to Parent Denied will allow tracking of this so it can potentially be re-visted at a later date.
Close
After a referral has been accepted by a Counsellor, a new ‘Close’ button will appear to allow for the completion of the referral. Once closed, the referral will have this status but can be re-opened if needed.