The issue where clients on a CAN Appointment Schedule were missing a Referral Status has been resolved. This occurred because the Process Referral workflow was not completed for Walk-in clients, which is required to generate referrals that appear on the schedule. To prevent this issue in the future, please follow these steps for walk-ins:
- Enroll clients using “Process Referral” workflow.
- Select “Walk-in at CAN” on the CAN Appointment Type Assessment.
- Complete the workflow and then schedule the appointment.
For further guidance, you can review the detailed workflow instructions in the Knowledge Base. If you have any further questions or need assistance, please submit a ticket at https://cthmis.com/support/.
Thank you for your cooperation!