This article is for the new Clarity interface. Screenshots and description will be updated as features are released. For the current interface article, please click this link.
Overview
Users with Referrals tab access can view and manage the agency’s referrals in a central area in the new Clarity interface.
Note: a user's access to the global Referrals tab is configured in Access Roles. Users can be given access to all, none, or specific sections of the Referrals tab. Refer to Rights Glossary for Access Roles and Coordinated Entry Roles for more information about the different access settings.
Accessing the Global Referrals Tab
Users access the global Referrals tab from the primary navigation menu.
The Referrals tab has a navigation menu with the following options:
- Incoming Referrals
- Community Queue
- Unit Queue
- Outgoing Referrals
- Availability
- Open Units
- Analysis
- Snoozed (if enabled)
Currently, the Incoming Referrals and Community Queue options are available for use in the new Clarity interface.
Note: At this time, clicking on Unit Queue, Outgoing Referrals, Availability, Open Units, Analysis, or Snoozed (if enabled) will link back to the current interface.
Current Tabs
Click on the links below to review a Help Center article for each tab.
- Incoming Referrals: all incoming referrals for an agency
- Community Queue: referrals made to the Community Queue.
Options to Refine Search Results
Referrals found on the global Referrals tab include multiple options to refine and view search results:
- A search bar
- Filters
- Sorting options
- A column selector.
Search Bar
Each tab available in the global Referrals tab includes a Search bar. Users can enter their search terms and then click enter or click on the magnifying glass icon for search results.
Filters
Users can add a filter to search results by clicking on the filter icon. The filter options available are different for each tab and those filters are detailed for each tab in their respective Help Center articles, linked above.
Note: Clicking on a filter may display additional options to choose for the filter. Users can select an additional option, then click Apply to use as a filter. Please see an example for the Program filter:
Selected Filters will display in the Search bar.
Users can click the "X" icon to clear filters.
Sorting
There are dynamic, multi-layer sorting options available for each available tab. The sorting options available are different for each tab and those options are detailed for each tab in their respective Help Center articles, linked above.
When the user clicks on the Sort icon, a pop-up opens that contains the available sorting options. This example includes the Incoming Referrals sorting options:
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 Selectors
A column selector is indicated by this icon:
When a user sees a column selector, they can click on it to see fields available for customizing their view. The user 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.
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.
Note: If the user uses a different browser to access Clarity, they will see the default view.
Published: 11/04/2025