A program referral guides individuals to appropriate services or resources in coordination with their Request Services. This typically involves evaluating the needs of the participant and connecting them with the right program or support that can best meet those needs. UM Program Referrals are typically configured by your organization and triggered upon discharge. However, you may need to manually create a program referral, and this guide explains that process.

* Access to Utilization Management * Permission to create referrals

When a member's needs indicate they would benefit from additional or alternative support beyond their request services, making them a potential candidate for a program.

* The Units Calculator is a time saver to help with calculating the correct number of units to be requested. Refer to [Using the Units Calculator](../using-the-units-calculator.md) for help and guidelines. * The referral workflow can be started from the UM worklist. You will need to search for the person within the request.

To create a program referral manually, complete the following steps:

Go to the Request Details, and then click the **Program Referrals** tab.In this tab, you will find all of the programs associated with your person.

Click **Create Program**.

Select th**e program type**.

Note: The available type options may be limited by your functional permissions or your organization’s configuration. Follow your policies and procedures in selecting the type.

Select the **Program**.

Note: Typically, for program referral, the program will be in Transition of Care. However, can be determined by your organization.

_Optionally_, complete the following fields:* Select the **Severity**. * Change the **Screening date**. If cannot be in the future. * Change the **Department Owner**. The department configured by your organization is automatically selected. * Change the **User Owner**. Your name is auto selected.

_Note:_ You can remove the User Owner. The program created is owned by the selected department.

Click **Create**.

_Alternate:_ Click Cancel to return to the CPV without creating a program.