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"<body>\n <div class=\"topic-header\" id=\"rh-topic-header\">\n <div class=\"logo\">\n </div>\n <div class=\"nav\">\n <div class=\"title\" title=\"Referral List Dashboard\">\n <span>Referral List Dashboard</span>\n </div>\n <div class=\"gotohome\" title=\"Click here to see this page in full context\">\n <a href=\"#\" onclick=\"rh._.goToFullLayout()\">Click here to see this page in full context</a>\n </div>\n </div>\n </div>\n <div class=\"topic-header-shadow\" id=\"rh-topic-header-shadow\"></div>\n\n\n\n <div>\n <p style=\"text-align: right\"><span style=\"text-align:left;\"> </span><img height=\"62\" src=\"../../assets/images/TennCare Logo.png\" style=\"text-align: right; cursor: nwse-resize; padding: 0px; clear: right; position: sticky; display: inline-block;\" width=\"134\"></p>\n </div>\n <div>\n <p><span style=\"color:#808080;\"><span style=\"font-size:14px;\"><span style=\"font-family:'Open Sans';\"></span></span></span></p>\n <div class=\"topic-header rh-hide\" id=\"rh-topic-header\" onclick=\"rh._.goToFullLayout()\">\n <div class=\"topic-header rh-hide\" id=\"rh-topic-header\" onclick=\"rh._.goToFullLayout()\">\n <h1>Referral List Dashboard</h1>\n <h2>Description of Page:</h2>\n </div>\n <div>\n <div>\n <p>The <strong>Referral List Dashboard</strong><b> </b>is the main page in the<strong> Referral List Management </strong>module that allows the user to view referrals on the Referral List. On this page the user can select to view referral list, view queues, or search an existing individual on the list.</p>\n <hr>\n <p>\n <b14>Associated Processes:</b14>\n </p>\n <ul data-start=\"1\" xmlns=\"\">\n <li>\n <p><a href=\"../../../../PERLSS_Online_Help/contents/Online_Help/Process_Level_Help/Referral/Closing_ECF_Referral_by_Request_of - Copy.htm\">Closing ECF Referral by Request of Individual</a></p>\n </li>\n <li>\n <p><a href=\"../../../../PERLSS_Online_Help/contents/Online_Help/Process_Level_Help/Referral/Case_Management_Contact.htm\">Case Management Contact</a></p>\n </li>\n </ul>\n <hr>\n <div class=\"topic-header rh-hide\" id=\"rh-topic-header\" onclick=\"rh._.goToFullLayout()\">\n <h1>Referral List Dashboard</h1>\n <h2>Description of Page:</h2>\n </div>\n <div>\n <div>\n <p>The <strong>Referral List Dashboard</strong><b> </b>is the main page in the<strong> Referral List Management </strong>module that allows the user to view referrals on the Referral List. On this page the user can select to view referral list, view queues, or search an existing individual on the list.</p>\n <hr>\n <p>\n <b14></b14>\n </p>\n <p>\n <b14>Associated Processes:</b14>\n </p>\n <ul data-start=\"1\" xmlns=\"\">\n <li>\n <p><a href=\"../../../../PERLSS_Online_Help/contents/Online_Help/Process_Level_Help/Referral/Closing_ECF_Referral_by_Request_of - Copy.htm\">Closing ECF Referral by Request of Individual</a></p>\n </li>\n <li>\n <p><a href=\"../../../../PERLSS_Online_Help/contents/Online_Help/Process_Level_Help/Referral/Case_Management_Contact.htm\">Case Management Contact</a></p>\n </li>\n </ul>\n <hr>\n <p><span>\n <b14>Sections on the Page: </b14>The<strong> Referral List Dashboard </strong>page is made up of two sections.\n </span></p>\n <ul data-start=\"1\" xmlns=\"\">\n <li><span><u>Referral List Management</u> – This section is used to view the number of individuals on a Referral List and open task in a specific queue.</span></li>\n <li><span><u>Additional Referral Filter Criteria </u>– This section is used to search for a person and provide additional details on that person in the Referral List.</span></li>\n </ul>\n </div>\n </div>\n <ul data-start=\"1\" xmlns=\"\">\n <li><span></span></li>\n </ul>\n <h3>Referral List Management</h3>\n <div>\n <p><span>This section is used to view the number of individuals on a Referral List by Intake Outcome and/or open task(s) in a specific queue.</span></p>\n </div>\n <p><span><strong>Intake Outcome </strong>– This table displays the number of individuals with an intake outcome of <strong>Reserve Capacity (RC), Priority Group (PG), No RC</strong><b> </b>(Reserved Capacity)/ <strong>PG </strong>(Priority Group)/ <strong>AC</strong> (Aged Caregiver), and <strong>Deferred </strong>on the Referral List.</span></p>\n <p><span><strong>Reserve Capacity (RC) </strong>– This hyperlink is used to display the number of <strong>Reserve Capacity (RC)</strong> individuals on the Referral List. Upon click, the results display in the <strong>Search Results</strong> table with additional information on the individuals.</span></p>\n <p><span><strong>Priority Group (PG) </strong>– This hyperlink is used to display the number of <strong>Priority Group (PG)</strong> individuals on the Referral List. Upon click, the results display in the <strong>Search Results</strong><b> </b>table with additional information on the individuals.</span></p>\n <p><span><strong>No RC/ PG/ Aged Caregiver </strong>– This hyperlink is used to display the number of <strong>No RC/ PG/ Aged Caregiver</strong> individuals on the Referral List. Upon click, the results display in the <strong>Search Results</strong> table with additional information on the individuals.</span></p>\n <p><span><strong>Deferred </strong>– This hyperlink is used to display the number of <strong>Deferred </strong>individuals on the Referral List. Upon click, the results display in the<strong> Search Results </strong>table with additional information on the individuals.</span></p>\n <p><span><strong>Evaluate Aged Caregiver</strong> – This table displays the number of individuals with<strong> Intellectual Disability (ID)</strong> and <strong>Developmental Disability (DD)</strong> on the Referral List.</span></p>\n <p><span><strong>Developmental Disability (DD)</strong><b> </b>– This hyperlink is used to display the number of Individuals with a <strong>Developmental Disability (DD) </strong>on the Referral<b> </b>List. Upon click, the results display in the <strong>Search Results</strong> table with additional information on the individuals.</span></p>\n <p><span><strong>Intellectual Disability (ID)</strong><b> </b>– This hyperlink is used to display the number of Individuals with an<strong> Intellectual Disability (ID)</strong><b> </b>on the Referral List. Upon click, the results display in the<b> </b><strong>Search Results</strong> table with additional information on the individuals.</span></p>\n <p><span><strong>Employment and Community First CHOICES (ECF) Referral List </strong>– This hyperlink is used to display the total number of <strong>Employment and Community First (ECF) CHOICES </strong>individuals on the Referral List. Upon click, the results display in the <strong>Search Results</strong> table with additional information on the individuals.</span></p>\n <p><span><strong>Referral List Queues </strong>– This area displays a table with <strong>Queue Names</strong> and the <strong>Count </strong>for each queue.</span></p>\n <p><span><strong>My Open Tasks</strong> – This button is used to display Referral List open tasks for the user in the <strong>Search Results</strong> table.</span></p>\n <p><span><strong>Queue Name </strong>– This hyperlink displays a defined queue, provided there is at least one task assigned to the respective queue. Upon click, the<strong> Search Results</strong> table displays with all associated tasks from the queue in the table results.</span></p>\n <p><span><strong>Count </strong>– This hyperlink displays the number of tasks associated to the defined queue, provided there is at least one task assigned to the respective queue. Upon click, the <strong>Search Results</strong> table displays with all associated tasks from the queue in the table results.</span></p>\n <p><span></span></p>\n <h3>Additional Referral Filter Criteria</h3>\n <div>\n <p>This section is used to search for a person and provide additional details on that person in the Referral List.</p>\n </div>\n <p><span><strong>Person Search</strong> – This field is used to enter for a search criterion that includes by <strong>Person </strong><strong>Name, Date of Birth, SSN</strong> (Social Security Number), <strong>Person ID</strong>, and/or <strong>County</strong>. As the user types, the <strong>Search Results</strong> table is updated with results. For multiple fields, a comma is used as a delimiter.</span></p>\n <p><span><strong>Referral ID</strong> – This field is used to search for a referral by using the <strong>Referral ID.</strong></span></p>\n <p><span><strong>Referral List Status</strong> – This drop-down menu is used to select the Referral List status of the individual on the Referral List.</span></p>\n <p><span><strong>Intake Outcome</strong> – This drop-down menu is used to select the <strong>Intake Outcome</strong> of the individual on the Referral List.</span></p>\n <p><span><strong>Case Management Contact Due Date</strong> – This drop-down menu is used to select the<b> </b><strong>Case Management Contact Due Date</strong> of the individual on the Referral List.</span></p>\n <p><span><strong>Task Queue</strong><b> </b>– This drop-down menu is used to select the <strong>Task Queue </strong>of the individual on the Referral List.</span></p>\n <p><span><strong>Task Status</strong> – This drop-down menu is used to select the <strong>Task Status </strong>of the individual on the Referral List.</span></p>\n <p><span><strong>Search </strong>– This button is used to populate the <strong>Search Results</strong> table with results related to the search fields. This button is disable until the search criteria is entered in the section.</span></p>\n <p><strong>Search Results</strong> – This table displays when the user clicks on a task queue at the top of the page or uses the Additional Filter Criteria accordion to search for individuals. </p>\n <p><span></span>\n <b14>Indicator Filter</b14>- This field is used to filter the records by one or more specific Indicators. Choices include Shell Referral (s), Community Living Supports (CLS), PAE (P), Transition (TRN), Revision (REV), and Reassessment (RAS).\n </p>\n <p><span><strong>Search Filter</strong> – This field is used to filter the results in the<strong> Search Results</strong> table. As the user types, the results in the table filter. This field displays only when the <strong>Search </strong>button or hyperlink is clicked.</span></p>\n <p><span><strong>Person Name</strong><b> </b>– This field displays the <strong>Person Name</strong> related to the search term. This field displays as <strong>First Name, MI, </strong>and<strong> Last Name.</strong></span></p>\n <p><span><strong>SSN </strong>– This field displays the <strong>SSN </strong>(Social Security Number) related to the search term. This field displays as XXX-XX-XXX. The first five digits of the Social Security Number are masked for non-LTSS users.</span></p>\n <p><span><strong>Age </strong>– This field displays the <strong>Age </strong>of the Person in years.</span></p>\n <p><span><strong>Referral ID</strong> – This field displays the <strong>Referral ID </strong>related to the search term as a hyperlink. Upon click, the referral displays in a read-only PDF.</span></p>\n <p><span><strong>Intake Outcome</strong> – This field displays the <strong>Intake Outcome</strong> related to the search term.</span></p>\n <p><span><strong>Case Management Contact Due Date </strong>– This field displays the <strong>Case Management Contact Due Date </strong>related to the search term.</span></p>\n <p><span><strong>Person ID </strong>– This field displays the <strong>Person ID </strong>related to the search term.</span></p>\n <p><span><strong>Date Added</strong> – This field displays the <strong>Date Added</strong><b> </b>for the referral.</span></p>\n <p><span><strong>Assigned User</strong> – This field displays the <strong>Assigned User </strong>for the referral.</span></p>\n <p><span><strong>Task Queue</strong><b> </b>– This field displays the <strong>Task Queue</strong> for the referral.</span></p>\n <p><span><strong>Task Status </strong>– This field displays the<strong> Task Status </strong>for the referral.</span></p>\n <p><span><strong>Date of Birth</strong> – This field displays the <strong>Date of Birth</strong><b> </b>for the person.</span></p>\n <p><span><strong>Referral List Status</strong> – This field displays the <strong>Referral List Status.</strong></span></p>\n <p><span><strong>Received in Queue</strong><b> </b>– This field displays the date the referral was <strong>Received in Queue.</strong></span></p>\n <p><span><strong>Task Completion</strong> – This field displays the date the task was completed.</span></p>\n <p><strong>INITIATE REVIEW</strong> - This button displays if the individual is within 60 days of the <strong>Annual Outreach Due Date</strong> and takes the user to the Referral List Details page <span>with all information pre-populated for the individual.</span></p>\n <p><span><strong>VIEW DETAILS</strong> – This button displays if the individual is outside of 60 days from the <strong>Case Management Due Date</strong> and takes the user to the <strong>Referral List Details </strong>page with all information pre-populated for the individual.</span></p>\n <p><span><strong>Items per page:</strong><b> </b>– This button is used to select the number of results to display in the table.</span></p>\n <p><span><strong><</strong> – This button is used to update the table to the last number of pre-defined results. This button displays if the numbers of results is higher than the selected items per page.</span></p>\n <p><span><strong>></strong> – This button is used to update the table to the next number of pre-defined results. This button displays if the numbers of results is higher than the selected items per page.</span></p>\n <p><span></span></p>\n </div>\n </div>\n <div>\n <p style=\"text-align: left\"><span></span></p>\n <p style=\"text-align: left\"><span></span></p>\n </div>\n </div>\n <p><span style=\"color:#808080;\"><span style=\"font-size:14px;\"><span style=\"font-family:'Open Sans';\"></span></span> </span></p>\n\n</div>\n <div>\n <p style=\"text-align: left\"><span data-field=\"title\" data-format=\"default\" style=\"font-family: 'Open Sans';font-size: 12px;color: #808080\">Referral List Dashboard</span></p>\n <p style=\"text-align: left\"><span data-field=\"date\" data-format=\"MMMM YYYY\" style=\"font-family: 'Open Sans';font-size: 12px;color: #808080\">September 2023</span></p>\n <p style=\"text-align: left;font-size: 14px\"> </p>\n </div>\n\n<script type=\"text/javascript\" src=\"../../template/scripts/projectdata.js\"></script></body>"
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"\n \n \n \n \n \n Referral List Dashboard\n \n \n Click here to see this page in full context\n \n \n \n \n\n\n\n \n \n \n \n \n \n \n Referral List Dashboard\n Description of Page:\n \n \n \n The Referral List Dashboard is the main page in the Referral List Management module that allows the user to view referrals on the Referral List. On this page the user can select to view referral list, view queues, or search an existing individual on the list.\n \n \n Associated Processes:\n \n \n \n Closing ECF Referral by Request of Individual\n \n \n Case Management Contact\n \n \n \n \n Referral List Dashboard\n Description of Page:\n \n \n \n The Referral List Dashboard is the main page in the Referral List Management module that allows the user to view referrals on the Referral List. On this page the user can select to view referral list, view queues, or search an existing individual on the list.\n \n \n \n \n \n Associated Processes:\n \n \n \n Closing ECF Referral by Request of Individual\n \n \n Case Management Contact\n \n \n \n \n Sections on the Page: The Referral List Dashboard page is made up of two sections.\n \n \n Referral List Management – This section is used to view the number of individuals on a Referral List and open task in a specific queue.\n Additional Referral Filter Criteria – This section is used to search for a person and provide additional details on that person in the Referral List.\n \n \n \n \n \n \n Referral List Management\n \n This section is used to view the number of individuals on a Referral List by Intake Outcome and/or open task(s) in a specific queue.\n \n Intake Outcome – This table displays the number of individuals with an intake outcome of Reserve Capacity (RC), Priority Group (PG), No RC (Reserved Capacity)/ PG (Priority Group)/ AC (Aged Caregiver), and Deferred on the Referral List.\n Reserve Capacity (RC) – This hyperlink is used to display the number of Reserve Capacity (RC) individuals on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Priority Group (PG) – This hyperlink is used to display the number of Priority Group (PG) individuals on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n No RC/ PG/ Aged Caregiver – This hyperlink is used to display the number of No RC/ PG/ Aged Caregiver individuals on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Deferred – This hyperlink is used to display the number of Deferred individuals on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Evaluate Aged Caregiver – This table displays the number of individuals with Intellectual Disability (ID) and Developmental Disability (DD) on the Referral List.\n Developmental Disability (DD) – This hyperlink is used to display the number of Individuals with a Developmental Disability (DD) on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Intellectual Disability (ID) – This hyperlink is used to display the number of Individuals with an Intellectual Disability (ID) on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Employment and Community First CHOICES (ECF) Referral List – This hyperlink is used to display the total number of Employment and Community First (ECF) CHOICES individuals on the Referral List. Upon click, the results display in the Search Results table with additional information on the individuals.\n Referral List Queues – This area displays a table with Queue Names and the Count for each queue.\n My Open Tasks – This button is used to display Referral List open tasks for the user in the Search Results table.\n Queue Name – This hyperlink displays a defined queue, provided there is at least one task assigned to the respective queue. Upon click, the Search Results table displays with all associated tasks from the queue in the table results.\n Count – This hyperlink displays the number of tasks associated to the defined queue, provided there is at least one task assigned to the respective queue. Upon click, the Search Results table displays with all associated tasks from the queue in the table results.\n \n Additional Referral Filter Criteria\n \n This section is used to search for a person and provide additional details on that person in the Referral List.\n \n Person Search – This field is used to enter for a search criterion that includes by Person Name, Date of Birth, SSN (Social Security Number), Person ID, and/or County. As the user types, the Search Results table is updated with results. For multiple fields, a comma is used as a delimiter.\n Referral ID – This field is used to search for a referral by using the Referral ID.\n Referral List Status – This drop-down menu is used to select the Referral List status of the individual on the Referral List.\n Intake Outcome – This drop-down menu is used to select the Intake Outcome of the individual on the Referral List.\n Case Management Contact Due Date – This drop-down menu is used to select the Case Management Contact Due Date of the individual on the Referral List.\n Task Queue – This drop-down menu is used to select the Task Queue of the individual on the Referral List.\n Task Status – This drop-down menu is used to select the Task Status of the individual on the Referral List.\n Search – This button is used to populate the Search Results table with results related to the search fields. This button is disable until the search criteria is entered in the section.\n Search Results – This table displays when the user clicks on a task queue at the top of the page or uses the Additional Filter Criteria accordion to search for individuals. \n \n Indicator Filter- This field is used to filter the records by one or more specific Indicators. Choices include Shell Referral (s), Community Living Supports (CLS), PAE (P), Transition (TRN), Revision (REV), and Reassessment (RAS).\n \n Search Filter – This field is used to filter the results in the Search Results table. As the user types, the results in the table filter. This field displays only when the Search button or hyperlink is clicked.\n Person Name – This field displays the Person Name related to the search term. This field displays as First Name, MI, and Last Name.\n SSN – This field displays the SSN (Social Security Number) related to the search term. This field displays as XXX-XX-XXX. The first five digits of the Social Security Number are masked for non-LTSS users.\n Age – This field displays the Age of the Person in years.\n Referral ID – This field displays the Referral ID related to the search term as a hyperlink. Upon click, the referral displays in a read-only PDF.\n Intake Outcome – This field displays the Intake Outcome related to the search term.\n Case Management Contact Due Date – This field displays the Case Management Contact Due Date related to the search term.\n Person ID – This field displays the Person ID related to the search term.\n Date Added – This field displays the Date Added for the referral.\n Assigned User – This field displays the Assigned User for the referral.\n Task Queue – This field displays the Task Queue for the referral.\n Task Status – This field displays the Task Status for the referral.\n Date of Birth – This field displays the Date of Birth for the person.\n Referral List Status – This field displays the Referral List Status.\n Received in Queue – This field displays the date the referral was Received in Queue.\n Task Completion – This field displays the date the task was completed.\n INITIATE REVIEW - This button displays if the individual is within 60 days of the Annual Outreach Due Date and takes the user to the Referral List Details page with all information pre-populated for the individual.\n VIEW DETAILS – This button displays if the individual is outside of 60 days from the Case Management Due Date and takes the user to the Referral List Details page with all information pre-populated for the individual.\n Items per page: – This button is used to select the number of results to display in the table.\n < – This button is used to update the table to the last number of pre-defined results. This button displays if the numbers of results is higher than the selected items per page.\n > – This button is used to update the table to the next number of pre-defined results. This button displays if the numbers of results is higher than the selected items per page.\n \n \n \n \n \n \n \n \n \n\n\n \n Referral List Dashboard\n September 2023\n \n \n\n"
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