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      Coordinated Entry: Referrals and Outcomes

      The Coordinated Entry: Referrals and Outcomes dashboard includes a high-level review of outbound referrals highlighting program referrals from a community queue, removals from a community queue, non-community queue referrals, and annual referral comparisons. All referred clients within this dashboard need to have a Coordinated Entry enrollment to be included in the client universe. Clients with a Community Queue or Eligibility Determination referral must have a CE assessment.  

      Dashboard Details 

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

      • “All Folders”  
        • “LookML Dashboards” 
          • “Coordinated Entry: Referrals and Outcomes 

      Once selected, your dashboard will begin to run. This dashboard utilizes the Coordinated Entry Model and Client Model models.  

      Filters 

      RO - Filters

      The following filters are available for this dashboard:  

      • CE Enrollment CoC Code 
        • Select the CE Enrollment CoC(s) to include in this dashboard.  The filter is built around the Program's Primary Site CoC.
      • Analysis Period 
        • Select the referral 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 Name 
        • Select the Referring Agency Name(s) to include in this dashboard. 
      • Referto Agency CoC 
        • Select the Referto Agency CoC(s) to include in this dashboard. 
      • Referto Program Name 
        • Select the Referto Program Name(s) to include in this dashboard. 
      • Referral Status 
        • Select the Referral Status(-es) to include in this dashboard. 
      • Referral Method 
        • Select the Referral Method(s) to include in this dashboard.  
      • Project Type Code
        • Defaults to Coordinated Entry to apply to all Looks
        • Filter is restricted to only CE

      Tile Overview 

      The dashboard contains 20 tiles within 4 sections. 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 drill downs and their content will also be listed below within each subsection.  

      Note: All Looks are filtered to Project Type: Coordinated Entry.  

      Program Referrals From Community Queue  

      Clients with a Program Referral within the Analysis Period  

      This Look contains a single value visualization with the count of clients and count of program referrals from a Community Queue with a reassigned referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - reassigned date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry  
      • 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.  
            • Referrals 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. 

      RO - Clients w Program Referral within AP

      Sent Program Referrals by Status 

      This Look contains a column visualization with the count of clients and the count of program referrals by referral status with a reassigned referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - reassigned date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry  
      • Dimensions 
        • Referrals – Status  
      • 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. 

      RO - Sent Program Referrals by Status

      Clients/Referrals Added to CQ by Agency with a Reassigned Date  

      This Look contains a table visualization with the count of clients and referrals by referring agency with a referral reassigned date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - reassigned date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
      • 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. 

      RO - added to queue by agency

      Clients/Referrals by Referred-to Project Type 

      This Look contains a table visualization with the count of clients and referrals by referto program project type wit

      h a referral reassigned date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - reassigned date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
      • 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. 
      RO - Referred to Project Type

       

      Referral Status by Referred-to Project Type 

      This Look contains a column visualization with 

      the count of referrals by referral status and referto program project type with a referral reassigned date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - reassigned date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
      • Dimensions   
        • Referrals - Status
        • Referto Programs - Project Type Code
      • 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. 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.

      RO - Referral status by project type

      Removed From Community Queue 

      Clients with a Completed Referral without a Linked Enrollment 

      This Look contains a single value visualization with the count of clients and referrals with a completed referral status without a linked enrollment that was removed from a Community Queue within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - removed from queue date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Completed 
      • 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. 

      RO - Clients witha comp ref wo a linked enrollment

      Completed Referrals: Removed from Queue Reason 

      This Look contains a pie visualization with the count of referrals by removed from queue reason for referrals with a removed date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - removed from queue date),  Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status. 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Completed  
      • Dimensions   
        • Referrals – Removed From Queue 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can also be achieved by selecting any radial slice on the dashboard tile. 

      RO- Completed referrals removed reason

      Clients with a Referral Expiring Off of a Community Queue within the Analysis Period 

      This Look contains a single value visualization with the count of clients and referrals with an expired referral status with a referral end date within the Analysis Period. 

      Applicable Filters: CoC Code, Analysis Period (based on referral - end date), Community Queue Name,  Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Expired 
        • Referto Programs Name: is null   
      • 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. 

      RO - Expired off of a CQ Counts

      Expired Referrals from Queue – Expiration Methods 

      This Look contains a pie visualization with the count of referrals by expiration type for referrals with an end date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - end date), Community Queue Name,  Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name. 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Expired 
      • 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can also be achieved by selecting any radial slice on the dashboard tile. 

      RO - Expiration off CQ Pie

      Clients with Referrals Denied from CQ within the Analysis Period 

      This Look contains a single value visualization with the count of clients and referrals with a denied referral status with a referral end date within the Analysis Period. 

      Applicable Filters: CoC Code, Analysis Period (based on referral - end date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name. 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Denied 
        • Referto Programs - Name: is null   
      • 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. 

      RO - Denied from Queue Count

      Referrals Denied from Queue – Denied Reasons 

      This Look contains a bar visualization with the count of referrals by denied reason for referrals with a denied status and a referrals end date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referral - end date), Community Queue Name, Assessment Name, Referring Agency Name, Referto Agency CoC, and Referto Program Name. 

      • Filters 
        • Client Assessments – Is Coordinated Entry: is equal to Yes 
        • Program – Project Type Code: is equal to Coordinated Entry 
        • Referrals – Status: is Denied 
        • Referto Programs - Name: is null   
      • 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

      RO- referrals denied from queue bar

      Non-Community Queue Referrals 

      Non-Community Queue Referrals within the Analysis Period 

      This Look contains a multiple value visualization with the count of clients and referrals with direct to program and eligibility determination referrals with a referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients – Deleted (Yes/No): is No  
        • Enrollments – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No  
      • Custom Fields 
        • Custom Measures 
          • Direct to Program - Number of Clients 
            • Field to Measure: Clients – Number of Clients 
            • Filters 
              • Referral Method: is Direct to Program 
          • Direct to Program Referrals 
            • Field to Measure: Referrals – Count 
            • Filters 
              • Referral Method: is Direct to Program 
          • Eligibility Determination - Number of Clients 
            • Field to Measure: Clients – Number of Clients 
            • Filters 
              • Referral Method: is Eligibility Determination 
          • Eligibility Determination Referrals 
            • Field to Measure: Referrals – Count 
            • Filters 
              • Referral Method: is Eligibility Determination 
      • “Explore from Here” 
        • Drill down functionality is not available for custom measures in this Look.   

       RO - Non CQ Counts

      Direct to Program & Eligibility Determination Referral Status  

      This Look contains a pie visualization with the count of referrals by referral status for direct to program and eligibility determination referral methods with a referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients – Deleted (Yes/No): is No 
        • Enrollments – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • Referrals – Referral Method: is equal to Direct to Program OR Referral from Eligibility Determination 
        • Custom Filter 
          • if(${referrals.referral_method}="Referral from Eligibility Determination",${client_assessments.id}=${referrals.assessment_id} AND ${screens.is_coordinated_entry}="Yes",${referrals.referral_method}="Direct to Program" 
      • Dimensions   
        • Referrals – Status  
      • 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can also be achieved by selecting any radial slice on the dashboard tile.

      RO - DtP + ED Ref Status Pie

      Direct to Program Referrals  

      This Look contains a table visualization with the count of direct to program referrals by referring agency with a referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • Referrals – Referral Method: is equal to Direct to Program 
      • Dimensions   
        • Referrals – Referring Agency  
      • 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can also be achieved by selecting any count on the dashboard tile. 

      RO - Direct to Program Referrals by Referring Agency

      Direct to Program: Referrals by Status 

      This Look contains a column visualization with the count of clients and direct to program referrals with a referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • Referrals – Referral Method: is equal to Direct to Program 
      • Dimensions   
        • Referrals – Status 
      • 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. 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. 

      RO - Direct to Program - Referral Status

      Eligibility Determination Referrals  

      This Look contains a table visualization with the count of eligibility determination referrals by referring agency and CE assessment name with a referred date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients Assessments – Referred Assessments: is Referred Assessments 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients Assessments – Is Coordinated Entry: is equal to Yes 
        • Clients – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • Referrals – Referral Method: is equal to Referral from Eligibility Determination 
      • Dimensions   
        • Referrals – Referring Agency  
      • 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 the referrals count in the data section for a drill down that contains Personal ID, Referral ID, and Referral Method. 
          • The drill down Look can be achieved by selecting any count on the dashboard tile. 

      RO- ED Referrals Table

      Eligibility Determination: Referrals by Status 

      This Look contains a column visualization with the count of clients and referrals with an eligibility determination referral by referral status with a referral date within the Analysis Period.  

      Applicable Filters: CoC Code, Analysis Period (based on referrals - date), Referring Agency Name, Referto Agency CoC, Referto Program Name, and Referral Status 

      • Filters 
        • Clients Assessments – Referred Assessments: is Referred Assessments 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients Assessments – Is Coordinated Entry: is equal to Yes 
        • Clients – Deleted (Yes/No): is No 
        • Referrals – Deleted (Yes/No): is No 
        • Referrals – Referral Method: is equal to Referral from Eligibility Determination 
      • Dimensions   
        • Referrals – Status  
      • 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. 

      RO - ED Ref by Status Columns

      Annual Referral Comparisons 

      Year to Date  

      This Look contains a multiple value visualization with the counts of clients and referrals for the current year (year to date).   

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

      • Filters 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients – Deleted (Yes/No): is No 
        • Enrollments – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • 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.reassigned_date_date}>=trunc_years(now()) AND ${referrals.reassigned_date_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",  ${referrals.date_date}>=trunc_years(now()) AND ${referrals.date_date}<add_years(1,trunc_years(now()))AND ${screens.is_coordinated_entry}="Yes" AND ${client_assessments.id}=${referrals.assessment_id},${referrals.date_date}>=trunc_years(now()) AND ${referrals.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. 

      RO - YTD

      Year Prior 

      This Look contains a multiple value visualization with the count of clients and referrals from the last year. The count of clients and referrals are broken down into two groups – total clients/referrals for the year prior and the count of clients/referrals until the current date the dashboard is ran for the year prior. 

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

      • Filters 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients – Deleted (Yes/No): is No 
        • Enrollments – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • 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.reassigned_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.reassigned_date_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_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_date}<trunc_years(now()),${referrals.date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_date}<trunc_years(now())))) 
      • Custom Fields 
        • Custom Measures 
          • Added Referrals by This Date Last Year 
            • Field to Measure: Referrals – Count  
            • Custom Filter  
              • if(${referrals.referral_method}="Referral to Queue",${referrals.reassigned_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.reassigned_date_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes",  if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${referrals.date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_date}<=add_years(-1,now()),${referrals.date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_date}<add_years(-1,now()))) 
          • Clients with an Added Referral by This Date Last Year 
            • Field to Measure: Clients – Number of Clients  
            • Custom Filter 
              • if(${referrals.referral_method}="Referral to Queue",${referrals.reassigned_date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.reassigned_date_date}<=add_years(-1,now()) AND ${screens.is_coordinated_entry}="Yes", if(${referrals.referral_method}="Referral from Eligibility Determination", ${screens.is_coordinated_entry}="Yes" AND ${referrals.date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.date_date}<=add_years(-1,now()),${referrals.date_date}>=add_years(-1,trunc_years(now())) AND ${referrals.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 for the prior year on the dashboard tile. 
        • Drill down functionality is not supported for the custom measures in this Look (Added Referrals by This Date Last Year, Clients with an Added Referral by This Date Last Year).  

      RO - Prior Year

      2 Years Prior 

      This Look contains a multiple value visualization with the count of clients and referrals from two years ago. The count of clients and referrals are broken down into two groups – total clients/referrals for two years ago and the count of clients/referrals until the current date the dashboard is ran for two years ago.  

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

      • Filters 
        • Clients Assessments – Deleted (Yes/No): is No, Null 
        • Clients – Deleted (Yes/No): is No 
        • Enrollments – Deleted (Yes/No): is No 
        • Programs – Project Type Code: is equal to Coordinated Entry  
        • Referrals – Deleted (Yes/No): is No 
        • 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.reassigned_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.reassigned_date_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_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_date}<add_years(-1,trunc_years(now())),${referrals.date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_date}<add_years(-1,trunc_years(now())))))} 
      • Custom Fields 
        • Custom Measures 
          • Added Referrals by This Date 2 Years Ago  
            • Field to Measure: Referrals – Count  
            • Custom Filter  
              • if(${referrals.referral_method}="Referral to Queue",${referrals.reassigned_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.reassigned_date_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_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_date}<=add_years(-2,now()),${referrals.date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_date}<add_years(-2,now()))) 
          • Clients with an Added Referral by This Date 2 Years Ago  
            • Field to Measure: Clients – Number of Clients  
            • Custom Filter 
              • if(${referrals.referral_method}="Referral to Queue",${referrals.reassigned_date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.reassigned_date_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_date}>=add_years(-2,trunc_years(now())) AND ${referrals.date_date}<=add_years(-2,now()),${referrals.date_date}>=add_years(-2,trunc_years(now())) AND ${referrals.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 for the prior year on the dashboard tile. 
        • Drill down functionality is not supported for the custom measures in this Look (Added Referrals by This Date 2 Years Ago, Clients with an Added Referral by This Date 2 Years Ago). 

      RO - 2 Years Ago