Overview
The Incoming Referrals tab is available in the global Referrals tab and includes all incoming referrals for an agency, including those referrals with a “Pending," “Pending - in Process," “Completed,” “Denied,” or “Expired” status.
Notes:
- A user’s access to the Incoming Referrals tab is configured in Access Roles. See Rights Glossary for Access Roles or Coordinated Entry Roles for more information about the different access settings.
- A referral created with a future Referral Date will not appear on the Incoming Referrals tab until that future date.
Options to Refine Search Results
The Incoming Referrals page includes multiple options to refine and view search results:
- A search bar
- Filters
- Sorting option
- A column selector.
Search Bar
The Incoming Referrals page includes a Search bar.
Users can search by:
- Client name
- Program name.
For more information about referral search results, see Referral Details Glossary.
Filters
Users can add a filter by clicking on the filter icon.- Users can filter by:
- Referral Status
- Program
- Referred by Agency
- Project Type
- Eligible Clients
- Tracked Characteristic
- Assessment Name
- Assessment Processor
- Score range
- Referral Date Range
Note: Clicking on one of the above filters will display any additional options to choose for the filter. Users can select additional options, then click Apply to use as a filter. Please see an example for the Program filter:
Selected Filters will display in the Search bar.
By default, the page loads the Incoming Referrals tab with a filter for referrals with a “Pending” or a “Pending - in Process” status. The page can be filtered to show referrals with “Completed,” “Denied,” or “Expired” status.
Sorting
The Incoming Referrals table includes multi-layer sorting.
Users can sort by:
- Referral Status
- Program
- Referred by Agency
- Project Type
- Eligible Clients
- Tracked Characteristic - list each one
- Referral Date
- Case Manager
- User Creating
- Assessment Name
- Assessment Processor
- Score Range
- Assessment Score
- Days Pending
- Days In Process
- Last Activity
Users can utilize the checkboxes to add or remove sort options and the arrows to set the sort direction. Use the drag and drop method to move the sort options up or down or use “Clear All” to remove all sort options.
Column Selector
The Incoming Referrals page includes a column selector.
The Incoming Referrals column shows the following by default:
- Client
- Client's Name
- Referred by: Agency
- Program
- Name of Program
- Program's Agency
- User Creating
- User Home Agency
- Tracked Characteristics
- Status
- Referral Date
- Days Pending
The following are also available:
- Case Manager
- Days In Process
- Last Activity
- Qualified
- Assessment Name
- Assessment Processor
- Score Range
- Assessment Score
- Latest Note
The table is responsive to the user’s screen size. Columns shift between visible and collapsed as the screen size changes.
Referral Status
The Incoming Referrals tab has a summary of user's agencies' referrals, organized by status. There is a Referral Status chart in the sidebar.
- The chart has a date range picker for the user to select a timeframe.
- By default the date range is set to the Last 30 days, based on the current date.
- The chart displays by default, but can be collapsed when the user clicks the information icon in the secondary title bar.
Community Referral Threshold
When a referral to a Community Queue is re-assigned to a program, it will appear in the Incoming Referrals tab on its Reassignment Date and will be assigned a “Pending” status.
How long it stays in the Incoming Referrals tab is subject to the queue’s Community Referral Threshold setting, which is set by system administrators in Referral Settings. Once the referral threshold period has passed, the referral status will change to “Expired” and the referral will display with a "Denied" status. The system will generate a new referral with the information associated with the original referral but a different referral ID.
Published: 11/04/2025