Client Referrals Tab Overview (New Clarity Interface)

This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released.

Overview

Users can review a client's complete referral history in the Referrals tab. Referral details, along with any relevant icons and tooltips, are displayed in the default view.

This article contains the following sections:

Options to Refine Search Results
Referral Record
Additional Referral Actions
Audit Log
Icons & Tooltips

Options to Refine Search Results

The Referrals screen includes multiple options to refine and view a client's referrals:

A search bar
Filters
A column selector.

Search Bar

The Referrals screen includes a search bar that allows users to search by:

Program Name
Referred to Agency Name
Referred by Agency Name.

Filters

Users can filter the referrals list by clicking on the filter icon to the right of the search bar by:

Referral Status
Program Name
Referred To Agency Name
Referred By Agency Name.

Column Selector

Users can click on the column selector to customize their view.

The column selector includes Available Fields that can be added to the Visible Fields or Collapsed Fields sections. Please refer to the Client Record Overview article for more details.

Referral Record

Users with the appropriate access can edit or view a referral record from the client's Referrals tab.

When the user clicks a client referral record in the client's Referrals tab, it opens the referral's associated screen, whether it is active in the Community Queue, a pending referral to a program, or a completed/expired/denied/snoozed referral.

The information displayed and/or editable is based on sharing and access role permissions, as well as the referral's status.

At the top of the referral screen, the referral type, status, and any additional details are displayed in a header. For referrals where the “Check-in” button applies, it will be located in the information box.

When a user clicks the check-in button, the Last Activity Date will be updated to the check-in date.

The sections of the referral are:

Referral
Notes
History.

View and Edit Referrals

The Referral page is where the end user with appropriate access can edit the referral, manage its privacy, make Referral Connections, delete the referral, and/or access the referral's audit log.

Users with the appropriate access can edit or view a referral record by clicking the edit icon on the referral record.

The Edit referral details section includes (depending on referral type and status):

Referred Program
Referred to Agency
Referring Agency
Referred Date
Days Pending
In Process
Qualified
[Assessment Processor Name] Score
Referred by Staff
Case Manager
Last Activity
Current Status
If Denied:
- Denied By Type
- Denied Date
- Denied by
- Denied Reason
- Denial Information
- Send to Community Queue
“Hide from customer portal” toggle.

Users can edit the appropriate details and then click Save.

Notes Section

The Notes section of any referral includes a history of notes and the ability to add notes.

History Section

The History section of any referral includes a complete history of all actions taken for the referral.

Additional Referral Actions

An action menu for program referrals includes:

Referral Connections
View Audit Log (requires System Administrator access)
Delete (may require additional access rights).

Audit Log

The "View Audit Log" option can be clicked by a system administrator with audit log access rights on the Edit referral details page. A log of all changes to the referral is displayed.

Icons & Tooltips

Icon	Icon/Tooltip Name	Tooltip	Icon Location
	Action menu, also known as: 3 dots vertical ellipsis kebab	"Show more actions"	All Screens: typically on the far right of a screen or section
	Add	“Add”	All Screens: anywhere the “Add” option occurs
	Arrows/Dropdown	(no tooltip)	All Screens: Anywhere you see this icon, you can click to collapse or expand the section
	Check-In	(no tooltip)	Referral record: Information box
	Column Selector	"Show/hide fields"	All Screens: typically paired with a search bar
	Completed Status	(no tooltip)	Referral Status column; Referral record: Information box
	Date	(no tooltip)	Anywhere a Date appears
	Delete	“Delete”	All Screens: anywhere the “Delete” option occurs
	Denied Status	(no tooltip)	Referral Status column; Referral record: Information box
	Edit	“Edit”	All Screens: anywhere the “Edit” option occurs
	Expired Status	(no tooltip)	Referral Status column; Referral record: Information box
	Filter	"Add a filter"	All Screens: typically paired with a search bar
	Note	“Note [formatted note text]”	Referrals tab
	Pending Status	(no tooltip)	Referral Status column; Referral record: Information box
	Pending - In Process Status	(no tooltip)	Referral Status column; Referral record: Information box
	Privacy - Private	Varies depending on screen; example from client profile: “Private Client data is not shared.”	Referral record; All Screens within the client record
	Privacy - Public	Varies depending on screen; example from client profile: “Public Client data is shared.”	Referral record; All Screens within the client record
	Referral Alert	(no tooltip)	Referral record: Information box
	Referral Connections	(no tooltip)	Action Menu option on Edit referral details page
	Referrals Tab	"Referrals"	Client Navigation Menu: Referrals Tab
	Search	"Search"	All Screens: typically paired with a search bar also available in the top right corner at all times for client searches
	Tracked Characteristic	“Characteristic(s) - [list of applicable tracked characteristics].”	Referrals tab, and anywhere a tracked characteristic is found
	View Audit Log	(no tooltip)	Any screen where audit log functionality is available; visibility is dependent on access rights