Referrals are searchable and can be filtered using several different criteria within the different sections of the Referrals tab.
The table below outlines which search criteria can be found in each tab.
Referrals Tab Search Criteria
|
Field |
Definition |
Tabs |
|
Search |
A text search field allowing users to search referrals by client name, social security number, personal ID, or unique ID. |
Pending, Community Queue, Completed, Denied, Sent |
|
Mode |
Limits results based on the assessment processor used to generate the referral. |
Pending, Community Queue, Completed, Denied, Sent |
|
Score Range |
When an assessment processor is selected in the Mode field, referral results can be further narrowed by selecting a score range. |
Pending, Community Queue, Completed, Denied, Sent |
|
Characteristic |
If Tracked Characteristics have been configured in Referral Settings, results can be sorted based on tracked characteristics criteria. |
Pending, Community Queue, Completed, Denied, Sent |
|
Eligible Clients Only |
Toggling this on will limit results to referrals for clients who were determined eligible for programs belonging to the agency the user is assigned to or switched into (or if the staff member has Match Maker access, the selected Active Agency from the Community Queue). This filter can be applied to the program level when used in the Community Queue tab (only programs with Eligibility toggled on in program configuration will populate as options). |
Pending, Community Queue |
|
Sort by |
Referral results can be sorted by program name, client name, date of referral, and referring agency |
Pending, Community Queue, Completed, Denied, Sent |
|
Status |
Sent referrals results can be limited based on status |
Sent |
|
Active Agency |
(Only displays for staff members with Match Maker enabled in their Access Role) Community Queue referral results can be filtered based on the eligibility determination of the referral. When an agency is selected for Active Agency, Eligible Programs and Projects will display for that agency. When Eligible Clients Only is also toggled on, this will limit results to referrals for clients who were determined eligible for programs belonging to the selected Active Agency. Active Agency also impacts which programs a referral can be re-assigned to from the Community Queue tab. If the Matching Process in Referral Settings is set to "Match Maker Controlled" or "Both" and the staff member has Match Maker enabled for their access role, they will only be able to re-assign to programs for the selected Active Agency from the Community Queue tab. The agencies available to be selected will be based on the system Coordinated Entry Type and Referral Settings. |
Community Queue |