This guide walks you through how to create a Referral Request for a parent under the Agency-Assisted tab in Provider Services.

Step 1: Navigate to the Agency-Assisted Tab

1. Log in to your CareWait account.
2. From the left-hand navigation menu, go to Provider Services.
3. Select the Agency-Assisted tab.

Step 2: Start a New Referral Request

1. In the top-right corner, click the blue +Create button.

   

Step 3: Fill Out the Referral Request Form

You will be directed to a form titled New Provider Referral Request. Complete the fields below:

Request Details

• Status: Select the current status (e.g., New)
• Request Type: Choose Agency-Assisted
• Request Service: Select the relevant service
• Request Source: Indicate how the request was initiated
• Category: Select the appropriate category
• Referral Request Note: Add any additional notes
• Request Date: Defaults to today’s date (editable)

• 

Parent Information

• Parent Type
• Priority: Indicate priority level if applicable
• Outcome
• Referral Reason: Include why the parent is seeking care
• Outcome Note: Optional additional notes about the outcome

• 

• Parent First Name / Last Name
• Parent Email
• Parent Cell Phone
• Parent Work Phone
• Communication Language

• 

Location Details

• Address: Enter the home location
• Need Child Care Address: If different from home
  • This is where the referral will pull what is close to the parent.
• Zip, City, County, and Location

• 

Care Request Details

• Need Child Care Reason: Select reason for seeking care
• Children:
  • Child Name
  • Date of Birth (DOB)
  • Child Age (auto-calculated)
  • Desired Age Group
  • Desired Start Date
  • Need Transportation
  • Special Needs: Indicate if applicable

  • 

  • Type of Care: e.g., full-time, part-time
  • Preferred Hours:
    • Start Time / End Time
    • Weekdays Needed
  • School: If applicable
  • Weekly Schedule: Specific availability
  • Yearly Schedule: e.g., full year, school year

  • 

  • Language of Care
  • Accommodation: Any special accommodations
  • Curriculum: Preferred teaching style or program
  • Child Care Assistance: Indicate if receiving support

  • 

Step 4: Submit the Request

Once all fields are completed, click Submit or Save at the bottom of the form.

Your request will now appear under the Agency-Assisted referral list, where it can be tracked, edited, or updated as needed.