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How to Refer the Client to the Managed Care Plan (MCP)

If the screening indicates that you need to refer the client to the MCP, follow your county’s current procedures for referring to the MCP.

  1. To document the referral in SmartCare, you must first have the client open, then click the Search icon.
  2. Type Client Information into the search bar.
  3. Click to select Client Information (Client).
    Type Client Information into the search bar
  4. Navigate to the “External Referral” tab.
  5. Complete the information about the referral you’re providing. For a referral to the Managed Care Plan, select Managed Care Plan from the Provider Type dropdown. Put yourself as the Referring Provider.
  6. Click “Insert”.
    Complete the information about the referral
  7. Your referral should now show in the List of Referrals section. Click Save.
    Your referral should now show in the List of Referrals section