Accepting a Referral

  1. From Home, click My Referrals
My Referrals is highlighted on the Home tab of AVA.
  1. Click on the referral ID of the case you want to accept. Read through the case and make sure there isn’t a reason you should not accept the case. I.E. family, friend, church member, etc.
My Referrals view with the first referral highlighted on the Ref ID.
  1. Click the Actions tab at the top of the page.
Referrals view with the "Actions" tab highlighted.
  1. This screen will pop up. It will automatically default to Accept Referral. Click the Next button.
Actions model with "Accept Referral" selected on the form. There's an arrow pointing to "Next" button.
  1. This screen will pop up showing you have accepted the Referral and it is now in the in-progress status. Click Finish and the case is ready to be worked.
  1. Read Notes and Case Notes
  1. Staff with APSSIII or APSSIV.
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