Hennepin: Creating a Referral to Avivo's Pilot Project

Overview

This article details the step-by-step process for Hennepin Shelter Hotline users to create a referral for Doubled up Families to Avivo’s Hennepin Prevention Services Program Pilot in HMIS.

A referral allows users to connect clients with service providers for additional support.

Please note, A referral for services is different from a PATH Referral or a Coordinated Entry Referral.

More About This

A referral is a documented request to another agency or provider to assist a client with specific services. The process ensures that clients receive the appropriate resources based on their needs and eligibility.

To create a referral in HMIS, users must input essential client details, select the appropriate provider, and track the referral status.

Details

Step-by-Step: Creating a Referral in HMIS

1. From the Clients Workspace (1), create enrollment using Hennepin Shelter Hotline workflow (2).

2.      Complete the intake forms for all clients in the Hennepin Shelter Hotline workflow.

3. On the “Would you like to make a referral?” screen, select Yes.

4. On the Referral Eligibility screen, select the Service Referral: “HSH-Homeless Prevention Services Program Pilot” (4), then select, Continue (5).

5.      On the Referral screen, in the Refer to Provider field select, the magnifying glass (6) to search for Avivo- Hennepin County.

6.      On the Find provider pop-up search screen.

i.    In the Provider field: search Avivo.

ii.   Select and select search.

iii.  Select the provider Avivo-Hennepin County.

7. Complete the Referral Source section:

i. Refer from Provider: Should automatically be filled in with the Organization selected in your User Settings.

ii. Status: Select "Referral Made".

iii. Enrollment: Ensure that the referral is linked to the client’s matching Project Enrollment: CCSPM-HP-HCC-DHS-CED-Hennepin County Diversion.

7. Click the Next button at the bottom right of the screen.
8. On the Voucher and Information Release screen:

i. Check the Email Authorized. This sends an email to Avivo users on the referral.

9. Select, Next and on the Referral Outcome screen, select Finish.

10. An email message pop-up will appear with the email address for Avivo users with the message: “This email is to inform you that a referral to your organization has been sent for Client:…….”. Then select, Send.