The following table summarizes the settings in Clarity Human Services that can be enabled to automatically affect referrals and program enrollments according to specific parameters.
Name of Setting | Function | Where is this setting found? |
Community Referral Threshold | Automatically sends a referral back to the Community Queue tab after it has been on the Pending tab for a specified number of days. | MODIFY COMMUNITY QUEUE page |
Settings based on Inactivity | ||
Direct Referral Expiration Threshold |
Automatically expires a direct referral (i.e. a referral made directly to a program and not reassigned from the Community Queue) that has been “Pending”/”Pending In Process” without any client activity* recorded in the system for a specified number of days. Note: the system can auto-expire both public and private referrals. |
REFERRAL SETTINGS |
Inactive Referral Expiration Threshold |
Automatically expires a Community Queue referral when no client activity is recorded in the system for a specified number of days. Client activity includes the following: adding an assessment, adding or editing a contact in the Contact tab, adding a file, adding or editing a location in the Location tab, adding a client, enrolling a client, exiting a client, adding a status for a client, adding a service and/or attendance date, adding a referral, adding a note, adding an alert, adding a Coordinated Entry Event, editing a Coordinated Entry assessment and client check-ins. Note: the system can auto-expire both public and private referrals. |
MODIFY COMMUNITY QUEUE page |
Auto Exit Due to Inactivity |
Automatically records an exit from a program when none of the enrollment's household members have program-related activity (Unit connections, services, Coordinated Entry Events/Results, or program-level assessments, including Annual, Status, CLS, and Custom/CE assessments, adding or editing a location on the Location tab, adding or editing a contact on the Contact tab, or editing a Coordinated Entry Assessment) during the specified number of days. |
MODIFY PROGRAM page |
Settings based on Permanent Destination | ||
Automated removal from the Community Queue |
Automatically removes a referral from the Community Queue when:
OR
|
MODIFY COMMUNITY QUEUE page |
Auto Exit to Permanent Destination | Automatically records an exit from an enrollment in a Coordinated Entry or Encampment program when:
OR
|
MODIFY PROGRAM page |
*Client activity includes the following: adding an assessment, adding a contact, adding a file, adding a location, adding a client, enrolling a client, exiting a client, adding a status for a client, adding a service and/or attendance date, adding a referral, adding a note, adding an alert, adding a Coordinated Entry Event and client check-ins.
Updated: 09/24/2024