Private Bar Referrals
Purpose: Track referrals to attorneys who pay the agency for receiving the referral.
Cost: There is no cost for this module. It requires administrator setup, as indicated below.
Recording a Referral on a Prescreen or Case
A site may have a Screening Status option on Prescreens for "Refer to Private Bar". This allows recording a referral even if an intake is not completed and a case opened. A site may also have an Actions link on accepted cases called "Refer to Private Bar". Either link displays a page listing current users whose user profile matches the county and legal problem code of the prescreen or case.
A list of existing Private Bar Referrals on a case is typically displayed on the main profile page:
Users - An attorney must be a user to be tracked as receiving a private bar referral. These users must have the special Advocate/User Type of "Lawyer Referral Attorney". These users do not need the ability to login to an agency's site. Administrators set the type(s) on each user's profile page. See: User Accounts
Advocate Type - The system value "Lawyer Referral Attorney" must be active (PSTI staff may need to activate this).
Referral Statuses - The values displayed in the optional Status field when recording a private bar referral.
Screening Status - The system "Refer to Private Bar" value must be active if referrals from Prescreens are used (PSTI may need to activate this).
For help editing lookups, see: Lookup Lists