Making Referrals to Housing Navigators

This guide is designed to provide step-by-step instructions on recording referrals to DMH-funded housing navigators. This ability is available only to users who can make housing referrals for their CoC. 

Table of Contents

Using the Provider Quicklist

This method is applicable to the Balance of State, Joplin, Springfield and St. Joseph CoCs.

Step 1: Set your EDA to the applicable CE project, open the appropriate client in the Clients module, and then set the backdate appropriately. 

Step 2: Click on Service Transactions, then "Add Referrals"

Step 3: Select all members of the household who will be assisted by the Housing Navigator. 

Step 4: In the Service Code Quicklist, select "Housing Search Assistance (BH-3900.3100)" and click on "Add Terms."

Step 5: In the Referral Provider Quicklist, select the appropriate Housing Navigation provider, then click Add Provider. 

Step 6: Scroll down to "Referred-To Provider" and ensure the checkboxes under Housing Search Assistance are checked (they should be checked by default).

Step 7: Scroll to the bottom and click Save ALL. 

Using the Provider Search

This method is applicable to the St. Louis City and St. Louis County CoCs.

Step 1: Set your EDA to the applicable CE Manager project, open the appropriate client in the clients module, and then set the backdate appropriately. 

Step 2: On the Summary tab, under the Outstanding Outgoing Referrals dashlet, click on Add Referral. 

Step 3: Select all members of the household who will be assisted by the Housing Navigator. 

Step 4: In the Service Code Quicklist, select "Housing Search Assistance (BH-3900.3100)" and click on "Add Terms & Go to Search Results."

Step 5: In the Refine Provider Search Criteria box, enter either "Saint Louis" for St. Louis County or "Saint Louis City" for St. Louis City, depending upon the applicable CoC. 

Step 6: In the search results, click on the green plus icon to the left of the applicable housing navigation provider. 

Step 7: Scroll down to "Referred-To Provider" and ensure the checkboxes under Housing Search Assistance are checked (they should be checked by default).

Step 8: Scroll to the bottom and click Save ALL. 

Need Assistance?

If you run into any difficulties or have any questions about this process, please reach out to the ICA Missouri Helpdesk for assistance. 

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