Record a placement from the placement referral

If a resource has been identified from a placement referral, you can record the placement directly from the placement request record. When you do this, the system automatically applies the information entered on the placement request to the placement record.

You can also record a placement independently of a placement request.

The system transfers the resource information to the placement record once the potential match status is changed to "Accepted."

Record a placement from the placement request as follows:

1. From the Home screen, click Case > Placement Referrals. The Placement Referrals Search Criteria screen appears.

2. Enter criteria for the referrals you want to find and click Filter. The matching referrals appear in the results table.

3. Click the select link for the referral record you want to update. The Referral Information screen appears.

4. Under Referral Information, select the responsible PSD, if the default worker is incorrect.

5. Under Potential Matches, click Match Resource to select a resource as a potential match for the placement. The Resource Match screen appears.

6. (Optional) Click the score link in the Match Score column.

7. (Optional) Click the PERs link to view placement exception requests.

8. To select a resource who accepted the placement, select Accepted in the Status column.

9. If a resource did not accept the placement, complete the reason and date fields.

10. Click Record Placement to complete the placement with the resource who accepted the child.

11. If you are not completing the placement at this time, select the status for this referral.  

12. Click Save. You are returned to the Placement Requests list screen.