Edit Referral Contact (PDF: 197KB/2 pages)

HuBERT
Structured Exercises
Edit Referral Contact
CRITERIA:
Complete “Create New Household 2” exercise
Complete “Individual Adjunctive Eligibility” exercise
Complete “Multiple Income Items” exercise
Complete “Copy Demographics” exercise
Complete “Link Mom & Baby” exercise
Complete “Linked Infant’s Health Information” exercise
Complete “Child Over 2 and Health Information” exercise
Complete “Height/Weight & Blood” exercise
Complete “Assign Risk Factors in Nutrition Assessment” exercise
Complete “Delete Nutrition Assessment contact” exercise
Complete “Add a Referral” exercise
Household ID:
Add another referral to mom’s record (on same day as original referral contact added) –
Family Planning.
Do not complete the rest of the CGS.
Go to: “Food Prescription” exercise.
How to add a referral contact in the CGS once referrals have already been added:
o Click mom’s participant folder/CGS button on taskbar
o I n mom’s CGS, click on Referrals/Other Program link
o Click Edit button

You cannot add a second referral contact on the same date; you must edit the
current referral contact to add other referrals.
o Double click on Family Planning
o Click Family Planning organization to select
o Click >> (Select) button
o Click OK button
o Click OK button