This user guide is intended to help you understand how to complete the Unified Referral Process when the survey process begins from a provider agency.
Contents
- Completing the Needs Supportive Housing Survey
- Completing a Referral
- Initial Housing Referral Process Form
Completing the Needs Supportive Housing Survey
Note: Provider staff is responsible for completing the entire survey (sections 1 to 8) of the NSH.
First Step: Start a New Survey
- Login to the NSH application.
- Click on the “Search” button on the landing page.
- Click on “New Survey” button to begin a new survey.
Section 1: Demographics/Provider Information- Checking if Individual has an active survey in the application
- First Name: Enter individual’s first name
- Last Name : Enter individual’s last name
- CID#: Enter the ASO-issued 9-digit number if known at the time the survey is being completed.
- CID Unknown: Check if CID is unknown at the time survey is being completed
- Wish to do: Select from the dropdown if user wishes to complete the intake only or complete survey
- Click “Continue”- Click continue to proceed
(User must proceed to complete the remaining fields in section 1)
- Agency Name: Choose the provider agency from the dropdown that is providing services for the individual.
- Service Type: Select the appropriate service type in respect to the individual
- Number of People in the Household: Enter the number of people that resides with the individual
- Current residential County: Choose from the dropdown the current county the individual live in
- Proceed to complete Sections 2 through Section 8.
Submitting Completed Sections 1-8:
- After completing sections 1 through 8 of the survey, click “Submit.”
- After clicking on the “Submit” button, a page displaying the message, “Survey was successfully submitted,” should appear:
Providers can proceed to complete the unified referral by uploading the required documents
Completing a Referral
Note: Providers are responsible for completing the unified referral (UR). Providers are only able to make a referral after an NSH survey has been submitted.
After a survey is complete, the next step is completing a referral for the individual.
How to Retrieve/Find a Survey:
In order to retrieve a survey to complete a referral, the hospital staff person must:
- Log in to the NSH application.
- Click on the “Search” button on the landing page.
- Search the name of the individual in the “Name” field.
- Click on the icon to open a completed survey.
- The completed survey should appear and indicate that its status is “Ready-for-Provider” and it is “Active”
- Click on the “Submit” button to proceed to the “Initial Referral Form”.
- The “Survey was Successfully submitted” page should appear.
- Provide answers to the two questions:
- “Is this individual being released within next 30 days or has been released?” and
- “Do you wish to submit referral for housing now?”
Submitting Documents
Upload all the necessary documents and click “Continue”.
Initial Housing Referral Process Form
The Initial Housing Referral Process form has been split into two stages.
The first stage of the referral form now contains the ten (10) text boxes describing the current functioning of an individual in the additional information section of the referral form. This provides an opportunity to fill out the text boxes and save progress.
Caution: The application will time out after 15 minutes of inactivity.
- Users must complete the 10 additional information text boxes in Stage 1 and click on “Submit” before moving to the Stage 2 of the referral form.
- Each text box has a description guide for the information that needs to be entered.
- A maximum of 500 characters can be entered in each text box.
Saving Your Progress
- Users can use the “Save Progress” button if Section 1 is not completed. Information entered would be saved and users can return to complete the section later.
- When users save their progress, the following display should appear:
Stage 1: Additional Information
Please see above for notes on this stage and saving progress on the application.
- Click “Submit” when complete to proceed to Stage 2.
Stage 2: Initial Housing Referral Process Form
Stage 2 does not have a save progress functionality.
- When users complete all the text boxes and click on “Submit” to proceed to Stage 2: “Initial Housing Referral Process Form,” this message should appear:
- Users should complete the remainder of the Initial Housing Referral Process Form in one sitting.
- To proceed to Stage 2 of the referral, click on the yellow circled “2” labelled “Initial Housing Referral Process Form.”
- Complete the entire Stage 2, then click the “Submit Initial Referral” button.
When this page is successfully submitted, that completes the referral application!