Global Referrals Tab: Outgoing Referrals (New Clarity Interface)

Overview

Users with Referrals tab access can view and manage the agency’s outgoing referrals in the new Clarity interface. From the global Referrals tab on the primary navigation menu, users can click on the Outgoing Referrals tab.

This article contains the following sections:

• Tab Highlights

• Options to Refine Search Results

• Referral Status

• Referral Record

• Additional Actions

• Audit Log

• Icons & Tooltips

Tab Highlights

In the Outgoing Referrals tab, the user can see all referrals their current agency has sent to a community queue or program. Outgoing Referrals tab highlights:

• The Referral status is visually represented using color-coded icons

• An elapsed days indicator updates on each page refresh based on the current server time.

• The table is responsive and adapts its layout to different screen sizes, including touch devices.

• The referral details page opens easily by clicking on a referral row.

Options to Refine Search Results

The Outgoing Referrals page includes multiple options to refine and view search results - a Search bar, Filter options, Sorting options, and a Column Selector. 

Search Bar

The Outgoing Referrals page includes a Search bar where users can search by:

• Client Name
• Program Name
• Community Queue Name

Filter Options

Filter options include:

• Last Activity
• Referral Date From
• Referral Date To
• Referred By Staff
• Referred To Agency
• Referred To Community Queue
• Referred To Program
• Status

The default filter is set to show only Pending referrals. The Pending referral filter shows in the Search field to ensure the current filter is clear to the user. 

When additional Status options are added to the filter, the notification changes to show the number of statuses selected.

Users click on the Status bar to update the options or can click the X icon to clear all selections quickly.

Sorting Options

The list of outgoing referrals is sorted with the oldest referral at the top by default. Users can do a simple sort by all displayed columns.

Complex sorting is available via the sort icon. Users can sort by the following fields:

• Client
• Referral Date
• Last Activity
• Referred by Staff
• Referred to Agency
• Referred to Community Queue
• Referred to Program
• Status

Users can utilize checkboxes to add or remove sort options and use 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 Outgoing Referrals page includes a column selector. When a user sees a column selector, they can click on it to see fields available for customizing their view. 

The Outgoing Referrals column shows the following by default:

• Client (locked)
  • Client’s Name
  • Referred by Agency
• Referred to 
  • Program name/agency name OR
  • Community queue name
• Referral Date 
  • Date 
  • Elapsed days
• Status 
  • Length of time in current status

Additional column options include:

• Referred by Staff
  • Name of Staff
  • Staff’s Agency
• Last Activity
  • Date
  • Time Stamp
• Referred to Agency

When the user clicks on the column selector icon, they will see a search bar, the fields that are available by default (or currently selected) in the Visible Fields section, the fields available to select in the Available Fields section, and a section to add fields that will collapse on the screen in the Collapsed Fields section. Fields in the Visible Fields section with a lock icon cannot be moved or removed.

Clicking a checkbox next to an Available Field will add the field to the Collapsed Fields section. The user can use a “drag & drop” feature to drag the field to the Visible Fields section to show it on the screen. Users can also drag a Visible Field to the Collapsed Field section. 

Any field with a checkmark is available to be moved to and from the Visible Fields or Collapsed Fields sections.

To remove a field from the Collapsed Fields section or the Visible Fields section, click on the checkbox next to the field to remove the check; this moves the field to the Available Fields section.

Any field in the Collapsed Field section can be seen by clicking on the drop down arrow on the page where you are working.

The selections made in the column selector will save in the user’s browser and will determine what they see the next time they view that screen.

Referral Status

The Outgoing Referrals tab has a summary of the user's agencies' outgoing 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.

Referral Record

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

When the user clicks on a client referral record from the Outgoing Referrals tab, it opens the associated screen of the referral. The information displayed and/or editable is based on sharing and access role permissions, as well as the referral status.

At the top of the referral screen, the type of referral, status of the referral, and any additional details display in the information box.

For referrals where the “Check-In” button applies, it will be located in the information box. When a user clicks the check-in button, the Last Activity Date will update to the date of the check-in.

A "View Client" button to navigate to the client record is also in the header.

The sections of the referral are:

• Referral
• Notes
• History

View and Edit Referrals 

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

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

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

Notes Section

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

History Section

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

 

Additional Actions

An action menu for outgoing referrals includes:

• Referral Connections (click link for more information)
• View Audit Log (requires System Administrator access)
• Delete (may require additional access rights)

 

Audit Log

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

 

Icons & Tooltips

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

Updated: 02/22/2026