From the Inquiry page, select Program History for an overview of the client's episode(s) of care, programs they have been open to or are currently open to, locations those programs are assigned to, the begin and end dates of those episodes and care and programs, and the Primary Dx for each program.

For this example, you can see that this client is open to Outpatient Services (OP) in the Farmington (115 Mount Blue Circle) location.

Let's go through the steps to change the location to Winthrop (736 Old Lewiston Rd).

• Navigate to the SPM screen from the Client Menu.
• The type of SPM for this action will be a Referral SPM.

Complete the SPM.

Neo will have you confirm that you want to continue.

Click OK to continue.

Your portion of this process is now complete 🗸

For the referral process to be complete, your supervisor will need to accept the SPM and Staffing.

The supervisor chosen in the SPM will find the client listed in their Alerts under Supervisor Signature Requested.

After review, choose Yes for Super Accepted, enter your Electronic Signature, a Super Comment(optional), and click, Process Supervisor Signature.

Select Staffing from the Utilities tab.

Locate the client in the Staffing list.

Select Yes for Staffing Accepted, enter your Electronic Signature, a Staffing Comment(optional), and click Save.

Neo will have you confirm that you want to continue since it's a referral from a program and to the same program.

Click OK to continue.

Back under Program History, you'll see Outpatient Services (OP) now has Winthrop (736 Old Lewiston Rd) listed for its Location.