Set Up Referral Site

  1. Go to the Service Finder Administration to update an existing site or add a new site.
  2. Search for your location. If it is not in the system, enter the site information.
  3. Enter contacts, ensuring a Service Finder Primary Contact and Referral System Primary Contact are listed.
  4. Enter Programs available at your location and indicate which programs are accepting referrals.
  5. Identify the Services offered by your location. The Referral System will use these services to connect customers to your location.
  6. Preview and submit the site.
  7. If you do not have a partner account, submit a request for a partner account.

Instructions:

Add Customers and Send Referrals

  1. Log in to the Referral System and select Add Customer, then enter the required fields.
  2. The system will check whether an account exists. If no account is found, an Illinois workNet account will be created.
  3. Add the referral.
  4. Select referral services that are needed.
  5. Select the provider for each service needed. If a provider is not available, remove the referral service.
  6. Once selections are saved, a draft referral will be created for each provider. A tab will be created for each provider.
  7. Complete each referral by completing the customer consent, selecting a contact for the referring partner, entering notes as needed, and submitting the referral. Complete this information for each tab.

Instructions:

Manage Incoming Referrals

  1. Filter the results by status.
  2. Select the referral and review the information. Once viewed, the referral status will automatically be marked as received.
  3. Contact the customer and update the referral with the appropriate status.
    The status will be updated in the timeline at the top of the referral.
  4. Filter results to find referrals that need to be updated because they are either incomplete or not closed.

Instructions: