Coordinated Entry: Referrals - Accepted and Completed/Denied and Expired

Purpose 

The Referrals – Accepted and Completed and Referrals – Denied and Expired Referrals dashboards allow for review and analysis of general referral statistics based on status and referral methods. The dashboards outline general demographic information, counts, specific status nuances, and annual referral comparisons. All referred clients within the dashboards must have a CE enrollment to be included within the dataset.  

This article will provide detailed information about both of these dashboards as there is an overlap between the two. These dashboards share a general format of 19 Looks as outlined below. Due to the similarity of the build between these dashboards, there will be a tile overview that includes the nuances for each dashboard within a single sample Look. 

The appendix at the bottom of this page has a list of all the Looks that are linked to the appropriate tile overview within this article.  

Dashboard Details 

This dashboard is accessible in Looker by utilizing the following pathway: 

• “All Folders”  

• • “LookML Dashboards” 

• • • “Coordinated Entry: Referrals – Accepted and Completed” 
    • “Coordinated Entry: Referrals – Denied and Expired” 

Once selected, your dashboard will begin to run. This dashboard utilizes the Coordinated Entry, Client, and Project Descriptor  Models for all Looks. 

Filters 

The following filters are available for the dashboards: 

• CE Enrollment CoC Code 

• • Select the CE Enrollment CoC(s) to include in the dashboard. The filter is built around the Program's Primary Site CoC.

• Analysis Period 

• • Select the desired date range for the Analysis Period.   
  • Default: “is in the last 6 months”   

• Community Queue Name 

• • Select the Community Queue Name(s) to include in this dashboard.  

• Assessment Name 

• • Select the Assessment Name(s) to include in this dashboard.  

• Referring Agency 

• • Select the Referring Agency(s) to include in this dashboard.   

• Referring Agency CoC 

• • Select the Referring Agency CoC to include in this dashboard.   

• Referto Program Name 

• • Select the Referto Program Name(s) to include in this dashboard.   

• Referral Method 

• • Select the Referral Method(s) to include in this dashboard. 

• Referral Status* (Denied and Expired Dashboard)  

• • Select Referral Status to filter the Denied and Expired Dashboard by Denied or Expired referrals.  

Tile Overview 

There are 4 sections in both referral dashboards including Referral Counts by Referral Method, Referrals from a Community Queue, Non-Community Queue Referrals, and Annual Referral Comparison. The Accepted and Completed Dashboard has 23 tiles and the Denied and Expired Dashboard has 25 tiles.  

The tile overview will contain information about dimensions, measures, custom filters, table calculations, and applicable filters that were utilized to make each Look. Information on how to access drilldowns and their content will also be listed below within each subsection.  

The appendix in this article contains links to each applicable tile overview section.  

Referral Counts by Referral Method 

Referral Counts – Community Queue  

These Looks contain multiple value visualizations with the count of clients and the count of referrals with referral to queue referral methods.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: is in the past 6 months 

• • • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Referrals – Status: Completed 
    • Custom Filter:  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – End Date: is in the past 6 months 

• • • Referrals – Ever on Queue: is equal to Yes  
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: Denied or Expired 

• Custom Fields
  • Custom Measures  

• • • Accepted and Completed 

• • • • Accepted/Linked Referrals 

• • • • • Fields to Measure: Referrals – Count 
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • (${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}) 

• • • • Clients with an Accepted/Linked Referral 

• • • • • Fields to Measure: Clients – Number of Clients  
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • (${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}) 

• • • • Completed/Removed from CQ Referrals 

• • • • • Fields to Measure: Referrals – Count 
        • Custom Filter 

• • • • • • (${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}) 

• • • • Clients with a Completed/Removed from CQ Referral 

• • • • • Fields to Measure: Clients – Number of Clients  
        • Custom Filter 

• • • • • • (${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})  

    • Denied and Expired 

• • • • Clients with a Denied Program Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Denied" AND (is_null(${referto_program.name})=no) 

• • • • Clients with a Denied/Removed from CQ Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Custom Filter 

• • • • • • ${referrals.status}="Denied" AND (is_null(${referto_program.name}))Clients with an Expired Program Referral 

• • • • Clients with an Expired/Removed from CQ Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" AND (is_null(${referto_program.name})=no) 

• • • • Clients with an Expired Program Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" AND (is_null(${referto_program.name})=no) 

• • • • Denied from CQ Referrals 

• • • • • Field to Measure: Referrals – Count 
        • Custom Filter 

• • • • • • ${referrals.status}="Denied" AND (is_null(${referto_program.name})) 

• • • • Denied: Program Referrals 

• • • • • Field to Measure: Referrals – Count
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Denied" AND (is_null(${referto_program.name})=no) 

• • • • Expired from CQ Referrals 

• • • • • Field to Measure: Referrals - Count 
        • Custom Filter 

• • • • • • ${referrals.status}="Expired" AND (is_null(${referto_program.name})) 

• • • • Expired: Program Referrals 

• • • • • Field to Measure: Referrals – Count  
        • Filters 

• • • • • • Referrals - Date Referral was Reassigned Date: is not null 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" AND (is_null(${referto_program.name})=no) 

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information. Drill downs are not available for Custom Measures.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.   

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.   

• • • The drill down Looks can also be achieved by the first two counts on the dashboard tile. 

Referral Counts – Non-Community Queue 

These Looks contain multiple value visualizations with the count of clients and the count of referrals with direct to program and eligibility determination referral methods.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• Custom Fields  

• • Custom Measures  

• • • Accepted and Completed 

• • • • Clients With a Direct to Program Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • Clients With an Eligibility Determination Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Referral from Eligibility Determination  

• • • • Direct to Program Referrals 

• • • • • Field to Measure: Referrals – Count  
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • Eligibility Determination Referrals 

• • • • • Field to Measure: Referrals – Count 
        • Filter 

• • • • • • Referral Method: is Referral from Eligibility Determination 
    • Denied and Expired 

• • • • Clients with a Denied Direct to Program Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Denied" 

• • • • Clients with a Denied Eligibility Determination Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Referral from Eligibility Determination 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Denied"

• • • • Clients with an Expired Direct to Program Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" 

• • • • Clients with an Expired Eligibility Determination Referral 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filter 

• • • • • • Referral Method: is Referral from Eligibility Determination 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" 

• • • • Denied: Direct to Program Referrals 

• • • • • Field to Measure: Referrals – Count  
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Denied" 

• • • • Denied: Eligibility Determination Referrals 
        • Field to Measure: Referrals – Count  
        • Filter
          • Referral Method: is Referral from Eligibility Determination 
        • Custom Filter 

          • ${referrals.status}="Denied” 

• • • • Expired: Direct to Program Referrals 

• • • • • Field to Measure: Referrals – Count  
        • Filter 

• • • • • • Referral Method: is Direct to Program 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" 

• • • • Expired: Eligibility Determination Referrals 

• • • • • Field to Measure: Referrals – Count  
        • Filter 

• • • • • • Referral Method: is Referral from Eligibility Determination 

• • • • • Custom Filter 

• • • • • • ${referrals.status}="Expired" 

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information. Drill downs are not available for Custom Measures.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.   

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.   

• • • The drill down Looks can also be achieved by the first two counts on the dashboard tile. 

Referrals from a Community Queue  

Clients with CQ Referrals by Month within the Analysis Period 

This Look contains a column visualization with the count of community queue referrals based on the referral type by month within the Analysis Period.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status*  

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Referrals – Status: is Completed 
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue  
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Accepted and Completed 

• • • Custom Dimensions 

• • • • Referral End Date (Month) 

• • • • • Expression 

• • • • • • extract_months(if(is_null(${referrals.removed_from_queue_date}), (${referrals.date_accepted_in_program_date}),(${referrals.removed_from_queue_date}))) 

• • • • Referral End Date (Year) 

• • • • • Expression 

• • • • • • extract_years(if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}),(${referrals.removed_from_queue_date}))) 

    • Custom Measures 

• • • • Accepted/Linked Referrals 

• • • • • Field to Measure: Clients – Number of Clients  
        • Custom Filter 

• • • • • • (${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}) 

• • • • Completed/Removed from CQ Referrals 

• • • • • Field to Measure: Clients – Number of Clients  
        • Custom Filter 

• • • • • • (${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date}) 

    • Table Calculations 

• • • • Referral Completed Date 

• • • • • Expression 

• • • • • • concat(case( when(${referral_end_date_month}=12,"December"), when(${referral_end_date_month}=11,"November"), when(${referral_end_date_month}=10,"October"), when(${referral_end_date_month}=1,"January"), when(${referral_end_date_month}=2,"February"), when(${referral_end_date_month}=3,"March"), when(${referral_end_date_month}=4,"April"), when(${referral_end_date_month}=5,"May"), when(${referral_end_date_month}=6,"June"), when(${referral_end_date_month}=7,"July"), when(${referral_end_date_month}=8,"August"), when(${referral_end_date_month}=9,"September"), null)," ",${referral_end_date_year}) 

• • Denied and Expired 

• • • Custom Dimensions 

• • • • Referral End Date (Month)  

• • • • • Expression 

• • • • • • extract_months(${referrals.end_date_date}) 

• • • • Referral End Date (Year) 

• • • • • Expression 

• • • • • • extract_years(${referrals.end_date_date}) 

    • Custom Measures 

• • • • Denied/Expired from CQ Referrals 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filters 

• • • • • • Referrals – Status: is Denied or Expired 
          • Referto Programs – Name: is null  

• • • • Denied/Expired Program Referrals 

• • • • • Field to Measure: Clients – Number of Clients 
        • Filters 

• • • • • • Referrals – Status: is Denied or Expired 
          • Referrals – Date Referral Was Reassigned Date: is not null  
    • Table Calculations 

• • • • Referral EndDate 

• • • • • Expression 

• • • • • • concat(case( when(${referral_end_date_month}=12,"December"), when(${referral_end_date_month}=11,"November"), when(${referral_end_date_month}=10,"October"), when(${referral_end_date_month}=1,"January"), when(${referral_end_date_month}=2,"February"), when(${referral_end_date_month}=3,"March"), when(${referral_end_date_month}=4,"April"), when(${referral_end_date_month}=5,"May"), when(${referral_end_date_month}=6,"June"), when(${referral_end_date_month}=7,"July"), when(${referral_end_date_month}=8,"August"), when(${referral_end_date_month}=9,"September"), null)," ",${referral_end_date_year}) 

• “Explore from Here”  

• • Drill downs are not available for custom fields.  

Household Type 

This Look contains a bar visualization with the count of households with community queue referrals by household type (latest CE enrollment household) and referral type.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Enrollments – Is Last Enrollment per Client (Filter Dependent): is equal to Yes  
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Enrollments – Is Last Enrollment per Client (Filter Dependent): is equal to Yes  
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Custom Dimensions 

• • • Accepted and Completed 

• • • • Completed Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referrals.removed_from_queue_date})),"Accepted/Linked Referral","Completed/Removed from CQ Referral") 

    • Denied and Expired 

• • • • Denied/Expired Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referto_program.name})),"Denied/Expired from CQ Referrals","Denied/Expired Program Referrals") 

• Dimensions  

• • Enrollments – Household Type • Enrollment Household 

• Measures  

• • Entry Screen – Count Households 

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The household count drill down contains Screen ID, Household ID, Personal ID, Unique Identifier, Client Fill Name, Project Start Date, and Project Exit Date.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Age Tiers 

This Look contains a column visualization with the count of referred clients with community queue referrals by current age tiers and referral type.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Clients – Age Tier: is not Below 0 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Clients – Age Tier: is not Below 0 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Custom Dimensions 

• • • Accepted and Completed 

• • • • Completed Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referrals.removed_from_queue_date})),"Accepted/Linked Referral","Completed/Removed from CQ Referral") 

    • Denied and Expired 

• • • • Denied/Expired Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referto_program.name})),"Denied/Expired from CQ Referrals","Denied/Expired Program Referrals") 

• Dimensions  

• • Entry Screen – Age Tiers 

• Measures  

• • Clients – Number of Clients  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The client count drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Gender 

This Look contains a column visualization with the count of referred clients with community queue referrals by gender and referral type.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Custom Dimensions 

• • • Accepted and Completed 

• • • • Completed Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referrals.removed_from_queue_date})),"Accepted/Linked Referral","Completed/Removed from CQ Referral") 

    • Denied and Expired 

• • • • Denied/Expired Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referto_program.name})),"Denied/Expired from CQ Referrals","Denied/Expired Program Referrals") 

• Dimensions  

• • Clients – Gender  

• Measures  

• • Clients – Number of Clients  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The client count drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Veteran Status 

This Look contains a column visualization with the count of referred clients with community queue referrals by veteran status and referral type.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Clients – Age Tiers: is not Below 0, is not 0-17 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Clients – Age Tiers: is not Below 0, is not 0-17 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Custom Dimensions 

• • • Accepted and Completed 

• • • • Completed Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referrals.removed_from_queue_date})),"Accepted/Linked Referral","Completed/Removed from CQ Referral") 

    • Denied and Expired 

• • • • Denied/Expired Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referto_program.name})),"Denied/Expired from CQ Referrals","Denied/Expired Program Referrals") 

• Dimensions  

• • Clients – Veteran Status   

• Measures  

• • Clients – Number of Clients  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The client count drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Race & Ethnicity

This Look contains a bar visualization with the count of referred clients with community queue referrals by race & ethnicity and referral type.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Filters – Date Filter: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes  
    • Custom Filter  

• • • • if(is_null(${referrals.removed_from_queue_date}),(${referrals.date_accepted_in_program_date}>=${date_filter.date_filter_start_date} AND ${referrals.date_accepted_in_program_date}<${date_filter.date_filter_end_date}),(${referrals.removed_from_queue_date}>=${date_filter.date_filter_start_date} AND ${referrals.removed_from_queue_date}<${date_filter.date_filter_end_date})) 

• • Denied and Expired 

• • • Referrals – End Date: defaults to is in the past 6 months 
    • Client Assessments – Is Coordinated Entry: is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Ever on Queue: is equal to Yes 
    • Referrals – Referral Method: is equal to Referral to Queue 
    • Referrals – Status: is Denied, Expired 

• Custom Fields 

• • Custom Dimensions 

• • • Accepted and Completed 

• • • • Completed Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referrals.removed_from_queue_date})),"Accepted/Linked Referral","Completed/Removed from CQ Referral") 

    • Denied and Expired 

• • • • Denied/Expired Referral Type 

• • • • • Expression 

• • • • • • if((is_null(${referto_program.name})),"Denied/Expired from CQ Referrals","Denied/Expired Program Referrals") 

• Dimensions  

• • Clients – Race & Ethnicity

• Measures  

• • Clients – Number of Clients  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The client count drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Added to a Community Queue by Agency 

This Look contains a table visualization with the count of referrals and referred clients by referring agency (agency that sent the client to the community queue that resulted in an accepted/linked referral) and a completed/accepted referral status within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes  

• Dimensions  

• • Referrals – Referring Agency  

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.   

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.   
    • The drill down Looks can also be achieved by selecting any count on the dashboard tile. 

Referral Connected Enrolling Project Types 

This Look contains a table visualization with the count of referrals and referred clients by Referral Connected Enrolling Program and a completed referral status within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes  

• Dimensions  

• • Referral Connected Enrollments – Program Name  

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information. 

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.   

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.   
      • The drill down Looks can also be achieved by selecting any count on the dashboard tile.  

Referred to Project Type 

This Look contains a table visualization with the count of referrals and referred clients by Referto Programs Project Type Code and a completed referral status within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes  

• Dimensions  

• • Referto Programs – Project Type Code 

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.   

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.   
    • The drill down Looks can also be achieved by selecting any count on the dashboard tile. 

Referral Connected Enrollment Housing Move-In Date 

This Look contains a pie visualization with the percent of clients with a referral connected enrollment housing move-in date in a PH project type and a completed referral status within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes  
  • Referto Programs – Project Type Code: is equal to PH - Housing Only, PH – Permanent Supportive Housing (disability required for entry), PH – Permanent Supportive Housing (no disability required for entry), PH – Rapid Re-Housing 

• Custom Fields 

• • Custom Dimension 

• • • Referral Connected Enrollment: Housing Move-in Date 

• • • • Expression:  

• • • • • if(is_null(${referral_connection_enrollment_household_move_in_dates.move_in_date_date}), "No", "Yes") 

• Measures  

• • Clients – Number of Clients  

• “Explore from Here”  
  • There are two ways to explore this Look to obtain more information.  
    • Select “Explore from Here”, then click on any count in the data section for a drill down. The referrals count drill down contains Personal ID, Referral ID, and Referral Method.   
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Denied and Expired Dashboard Only 

Denied Reasons 

This Look contains a table visualization with a count of denied referrals by denied reason with an end date within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes 
  • Referrals – Referral Method: is equal to Referral to Queue 
  • Referrals – Status: is Denied  

• Custom Fields 

• • Custom Dimension 

• • • Referral Type 

• • • • Expression:  

• • • • • if((is_null(${referto_program.name})),"Denied from CQ Referrals","Denied Program Referrals") 

• Dimensions  

• • Referrals – Denied Reason 

• Measures  

• • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The referral count drill down contains Personal ID, Referral ID, and Referral Method.   

• • • The drill down Look can also be achieved by selecting any count on the dashboard tile.

Denied Referral – Type 

This Look contains a pie visualization with a count of denied referrals by denial type with an end date within the analysis period.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes 
  • Referrals – Referral Method: is equal to Referral to Queue 
  • Referrals – Status: is Denied 

• Dimensions  

• • Referrals – Denied By Type 

• Measures  

• • Referrals – Count   

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  
    • Select “Explore from Here”, then click on any count in the data section for a drill down. The referral count drill down contains Personal ID, Referral ID, and Referral Method.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Expiration Type 

This Look contains a table visualization with a count of expired referrals by expiration type with an end date within the analysis period.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Is Coordinated Entry: is equal to Yes 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Ever on Queue: is equal to Yes 
  • Referrals – Referral Method: is equal to Referral to Queue 
  • Referrals – Status: is Expired 

• Custom Fields 

• • Custom Dimension 

• • • Referral Type 

• • • • Expression:  

• • • • • if((is_null(${referto_program.name})),"Expired from CQ Referrals","Expired Program Referrals") 

• Dimensions  

• • Referrals – Expiration Type 

• Measures  

• • Referrals – Count   

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The referral count drill down contains Personal ID, Referral ID, and Referral Method.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Community Queue – Automatic Expiration Thresholds 

This Look contains a table visualization with the Community Queue referral threshold overview for an automatic expiration for inactivity and community referrals.   

Applicable Filters: CoC Code, Community Queue Name, and Assessment Name 

• Filters  

• • Referral Community Queues – Community Queue Active: is equal to Active 
  • Referral Community Queues – Deleted (Yes/No): is No  
  • Custom Filter 

• • • is_null(${referral_settings.ref_coc}) 

• Dimensions  

• • Referral Community Queues – Automated removal from the Community Queue (Yes / No) 
  • Referral Community Queues – Community Queue Active 
  • Referral Community Queues – Community Queue Name 
  • Referral Community Queues – Community Referral Threshold (Days) 
  • Referral Community Queues – Inactive Referral Expiration Threshold (Days) 
  • Referral Community Queues – Date • Last Updated Date 
  • Referral Settings – CoC  

• “Explore from Here”  

• • Drill down functionality is not available on this Look.  

Non-Community Queue Referrals  

Clients with Referrals by Month within the Analysis Period 

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Household Type 

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Enrollments Is Last Enrollment per Client (Filter Dependent): is equal to Yes 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Enrollments Is Last Enrollment per Client (Filter Dependent): is equal to Yed 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Age Tiers 

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Clients – Age: is not Below 0  
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Clients – Age: is not Below 0 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Gender 

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Veteran Status 

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Clients – Age: is not Below 0, 0-17  
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Clients – Age: is not Below 0, 0-17 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Race & Ethnicity

Additional Field Information 

Applicable Filters: CoC Code, Analysis Period, Assessment Name, Referring Agency, Referto Program Name, and Referral Status* 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

Denied Detail  

This Look contains a table visualization with a count of denied referrals by denied reason with an end date within the analysis period. 

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Deleted (Yes/No): is equal to No, Null 
  • Clients – Deleted (Yes/No): is equal to No 
  • Enrollments – Deleted (Yes/No): is equal to No 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Deleted (Yes/No): is equal to No 
  • Referrals – Status: is equal to Denied 
  • Custom Filter 

• • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• Dimensions  

• • Referrals – Denied Reason 
  • Referrals – Referral Method 

• Measures  

• • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The referral count drill down contains Personal ID, Referral ID, and Referral Method.   
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Expired Detail  

This Look contains a table visualization with a count of expired referrals by expiration type with an end date within the analysis period.  

Applicable Filters: CoC Code, Analysis Period, Community Queue Name, Assessment Name, Referring Agency, and Referto Program Name 

• Filters  

• • Client Assessments – Deleted (Yes/No): is equal to No, Null 
  • Clients – Deleted (Yes/No): is equal to No 
  • Enrollments – Deleted (Yes/No): is equal to No 
  • Programs – Project Type Code: is equal to Coordinated Entry  
  • Referrals – Deleted (Yes/No): is equal to No 
  • Referrals – Status: is equal to Denied 
  • Custom Filter 

• • • ((${referrals.referral_method}="Referral from Eligibility Determination" AND ${screens.is_coordinated_entry}="Yes") OR ${referrals.referral_method}="Direct to Program") 

• Dimensions  

• • Referrals – Expiration Type 
  • Referrals – Referral Method 

• Measures  

• • Referrals – Count   

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. The referral count drill down contains Personal ID, Referral ID, and Referral Method.  
    • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

Annual Referral Comparisons 

Year to Date  

This Look contains a multiple value visualization with the count of clients and referrals that occurred within the current year.  

Applicable Filters: CoC Code, Assessment Name, Referring Agency, Referto Program Name, and Referral Method 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Entry Screen – Deleted (Yes/No): is No  
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=trunc_years(now()) AND ${referrals.removed_from_queue_date}<add_years(1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id}, if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=trunc_years(now()) AND ${referrals.date_accepted_in_program_date}<add_years(1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id} ,if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} AND ${referrals.date_accepted_in_program_date}>=trunc_years(now()) AND ${referrals.date_accepted_in_program_date}<add_years(1,trunc_years(now())),${referrals.date_accepted_in_program_date}>=trunc_years(now()) AND ${referrals.date_accepted_in_program_month}<add_years(1,trunc_years(now()))))) 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=trunc_years(now()) AND ${referrals.end_date_date}<add_years(1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=trunc_years(now()) AND ${referrals.end_date_date}<add_years(1,trunc_years(now()))) 

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count 

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.  

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.  

• • • The drill down Looks can also be achieved by selecting any count on the dashboard tile.  

Year Prior 

This Look contains a multiple value visualization with the count of clients and referrals that occurred within the prior year – both to this date and the calendar year.  

Applicable Filters: CoC Code, Assessment Name, Referring Agency, Referto Program Name, and Referral Method 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Entry Screen – Deleted (Yes/No): is No  
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-1,trunc_years(now())) AND ${referrals.removed_from_queue_date}<trunc_years(now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id},   if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<trunc_years(now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id},if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} AND ${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<trunc_years(now()),${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<trunc_years(now())))) 

• • Denied and Expired 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

      • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,trunc_years(now()))) 

• Custom Fields 
  • Custom Measures 
    • Accepted and Completed 
      • Clients with a Completed Referral by This Date Last Year 
        • Field to Measure: Clients - Number of Clients  
          • Custom Filter 

            • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-1,trunc_years(now())) AND ${referrals.removed_from_queue_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id},  if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id},  if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id} AND ${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-1,now()),${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-1,now())))) 

      • Completed Referrals by This Date Last Year 
        • Field to Measure: Referrals – Count  
          • Custom Filter

            • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-1,trunc_years(now())) AND ${referrals.removed_from_queue_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id}, if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id},  if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id} AND ${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-1,now()),${referrals.date_accepted_in_program_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-1,now())))) 

    • Denied and Expired 
      • Clients with a Denied/Expired Referral by This Date Last Year 

• • • • • Field to Measure: Clients - Number of Clients  
          • Custom Filter 

            • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,now())) 

      • Denied/Expired Referrals by This Date Last Year 

• • • • • Field to Measure: Referrals – Count  
          • Custom Filter 

            • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,now())) 

• Measures  

• • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.  

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.  

• • • The drill down Looks can also be achieved by selecting All Clients or Total Program Referrals counts on the dashboard tile.  

• • • Drill down functionality is not supported for the custom measures in this Look. 

2 Years Prior 

This Look contains a multiple value visualization with the count of clients and referrals that occurred 2 years ago – both to this date and the calendar year.  

Applicable Filters: CoC Code, Assessment Name, Referring Agency, Referto Program Name, and Referral Method 

• Filters  

• • Accepted and Completed 

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Entry Screen – Deleted (Yes/No): is No  
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Completed 
    • Custom Filter 

• • • • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-2,trunc_years(now())) AND ${referrals.removed_from_queue_date}<add_years(-1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes"AND ${client_assessments.id}=${referrals.assessment_id}, if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id},if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} AND ${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-1,trunc_years(now())),${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-1,trunc_years(now()))))) 

• • Denied and Expired  

• • • Client Assessments – Deleted (Yes/No): is equal to No, Null 
    • Clients – Deleted (Yes/No): is equal to No 
    • Enrollments – Deleted (Yes/No): is equal to No 
    • Programs – Project Type Code: is equal to Coordinated Entry  
    • Referrals – Deleted (Yes/No): is equal to No 
    • Referrals – Status: is equal to Denied, Expired 
    • Custom Filter 

• • • • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,trunc_years(now())) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-1,trunc_years(now()))) 

• Custom Fields 

• • Custom Measures 

• • • Accepted and Completed 

• • • • Clients with a Completed Referral by This Date 2 Years Ago 

• • • • • Field to Measure: Clients - Number of Clients  
        • Custom Filter 

          • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-2,trunc_years(now())) AND ${referrals.removed_from_queue_date}<=add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes", if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes", if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-2,now()),${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-2,now())))) 

• • • • Completed Referrals by This Date 2 Years Ago 
        • Field to Measure: Referrals – Count  
        • Custom Filter 

          • if(${referrals.referral_method}="Referral to Queue" AND (is_null(${referrals.removed_from_queue_date})=no),${referrals.removed_from_queue_date}>=add_years(-2,trunc_years(now())) AND ${referrals.removed_from_queue_date}<=add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes", if(${referrals.referral_method}="Referral to Queue",${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes", if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<=add_years(-2,now()),${referrals.date_accepted_in_program_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_accepted_in_program_date}<add_years(-2,now())))) 

    • Denied and Expired 

• • • • Clients with a Denied/Expired Referral by This Date 2 Years Ago 

• • • • • Field to Measure: Clients - Number of Clients  
        • Custom Filter 

          • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-2,now())) 

      • Denied/Expired Referrals by This Date 2 Years Ago 
        • Field to Measure: Referrals - Count  
        • Custom Filter 

          • if(${referrals.referral_method}="Referral to Queue" OR ${referrals.referral_method}="Referral from Eligibility Determination",${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-2,now()) AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id} ,${referrals.end_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.end_date_date}<add_years(-2,now())) 

• Measures  
  • Clients – Number of Clients  
  • Referrals – Count  

• “Explore from Here”  

• • There are two ways to explore this Look to obtain more information.  

• • • Select “Explore from Here”, then click on any count in the data section for a drill down. Each count will display different information.  

• • • • Client Count: Drill down contains Personal ID, Unique Identifier, Client Full Name, and Current Age.   
      • Referral Count: Drill down contains Personal ID, Referral ID, and Referral Method.  

• • • The drill down Looks can also be achieved by selecting All Clients or Total Program Referrals counts on the dashboard tile.  

• • Drill down functionality is not supported for the custom measures in this Look. 

---

Appendix 

• Referral Counts by Referral Method 

• • Referral Counts – Community Queue  
  • Referral Counts – Non-Community Queue 
• Referrals from a Community Queue  
  
  • Clients with Referrals by Month within the Analysis Period

• • Household Type 
  • Age Tiers 
  • Gender 
  • Veteran Status 

• • Race & Ethnicity

• • Accepted and Completed Dashboard Only  

• • • Added to a Community Queue by Agency 
    • Referral Connected Enrolling Project Types 
    • Referred to Project Type 
    • Referral Connected Enrollment Housing Move-In Date 

• • Denied and Expired Dashboard Only 

• • • Denied Reasons 
    • Denied Referral – Type 
    • Expiration Type 
    • Community Queue – Automatic Expiration Thresholds 

• Non-Community Queue Referrals  

• • Household Type 
  • Age Tiers 
  • Gender 
  • Veteran Status 

• • Race & Ethnicity
  • Denied and Expired Dashboard Only 

• • • Denied Detail  
    • Expired Detail  

• Annual Referral Comparisons 

• • Year to Date  
  • Year Prior 
  •  2 Years Prior 

Updated: 10/26/2023