# Referral Fields and Workflows in CPIMS+

**URL:** <https://primero.supporthub.dev/forum/t/referral-fields-and-workflows-in-cpims/782>\
**Category:** CPIMS\
**Tags:** v2-0\
**Created:** [March 4, 2024, 7:12pm UTC](https://primero.supporthub.dev/forum/t/referral-fields-and-workflows-in-cpims/782 "2024-03-04T19:12:49Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![childprotectioninnov](https://primero.supporthub.dev/forum/letter_avatar_proxy/v4/letter/c/e8c25b/32.png) [@childprotectioninnov](https://primero.supporthub.dev/forum/u/childprotectioninnov)\
**Post date:** [March 4, 2024, 7:12pm UTC](https://primero.supporthub.dev/forum/t/referral-fields-and-workflows-in-cpims/782/1 "2024-03-04T19:12:49Z")

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There are many fields that are linked to functionality within the CPIMS+. This guidance is meant to support you in understanding how some of those transitions work. Please note that the wording varies according to implementation.

1. Type of response (service\_response\_type) - this is used in the status bar. Once a case worker adds a services subform, it will move the workflow status bar to “Service Provision”  
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2. Type of service (service\_type) - the case worker must select the type of referral they are sending. This will ensure the correct partners are showing under “Implementing Agency” and “Service Provider Name”  
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3. Type of referral (service\_referral) - this indicates if the case worker is sending to another Primero user (internal) or someone not using the system (external)  
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4. Implementing Agency (service\_implementing\_agency) - the agency providing the service (these are agencies using Primero)  
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5. Service delivery location (service\_delivery\_location) - the location of the user (based on the user profile) providing the service (these are the agencies using Primero). Once a location is selected, only users in this location will show in “Service Provider Name”  
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6. Service Provider name (service\_implementing\_agency\_individual) - the user name of the user (based on the user profile) providing the service (these are users using Primero)  
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7. Referred? (service\_status\_referred) - if you select “Refer”, this is automatically checked. You can see this at 3:00: [https://youtu.be/0a9Gy1aCsOU?si=qztSB4cVzWl271BF](https://youtu.be/0a9Gy1aCsOU?si=qztSB4cVzWl271BF)  
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8. Is this a referral to an external system/user? (service\_external\_referral) - If this referral is to someone not using Primero, select this check box  
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9. Service Provider (service\_provider) - user can type in the service provider name (if external to Primero)  
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10. Implementing agency (service\_implementing\_agency\_external) - user can type in the service provider agency (if external to Primero)  
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11. Service location (service\_location) - user can type in the service provider location (if external to Primero)  
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12. Implementation details (service\_implemented\_header) - just a separator which the referral completion fields display under  
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13. Service implemented (service\_implemented) - is autocompleted once the service is completed and the date is entered under “Service Completed Date”  
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14. Service completed (service\_implemented\_day\_time) - the date the service was provided. When all service subforms are completed, then the status bar will move to the step “Service Implemented”  
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15. Notes on the referral from provider (note\_on\_referral\_from\_provider) - when the case worker marks the referral as “done” they will fill out a “Notes” section on the referral text box. You can see this at 5:33: [https://youtu.be/0a9Gy1aCsOU?si=\_d5N7eBod6U-Zffh&t=333](https://youtu.be/0a9Gy1aCsOU?si=_d5N7eBod6U-Zffh&t=333)