Identification Number:
GN 00903 TN 9
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Information and Referral Services
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part GN – General
Chapter 009 – Miscellaneous FO and OIO Activity
Subchapter 03 – Information and Referral Services
Transmittal No. 9, 07/17/2020

Audience

PSC: SCPS;
OCO-OEIO: BET, CAQCR, CR, CTE, FCR, FDE, FDEC;
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, DRT, DT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

OISP

Effective Date

Upon Receipt

Background

This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.

Summary of Changes

GN 00903.345 Updating the File Data With Information and Referral (I&R)

  • Replaced the language "800 number INFO screen" with "Field Office Informational/Referral Screen" due to the release of the enhanced Leads and Appointment System on 7/18/2020.

  • Removed and replaced the obsoleted reference MSOM APPTS 001.003 to MS 00601.003.

GN 00903.345 Updating the File Data With Information and Referral (I&R)

Policy for updating the file data

Field Offices (FOs) are required to:

  • provide systematic and periodic verification of the file data; and

  • display the action data prominently on the entry for each agency to avoid referral errors.

NOTE: For the definition of “file data” and “agency” used above, see GN 00903.330.

Referral errors due to problems in other agencies, include, but are not limited to:

  • Office hour variations,

  • Policy changes,

  • Waiting lists,

  • Budget limitations,

  • Personnel changes, and

  • Geographic limitation.

For some agencies, this data will seldom change. However, in some cases, referral to a given agency may be infrequent. The FO representative uses the last date that we verified data with a specific agency to determine whether to re-verify the file data with the agency before making a referral.

NOTE: When updating FO I&R files, be sure to:

  • Share updated information with co-located teleservice centers; and

  • Update information on the Field Office Informational/Referral Screen. For more information on the INFO screen, see MS 00601.003.


GN 00903 TN 9 - Information and Referral Services - 7/17/2020