Global Referrals Tab: Snoozed Referrals (New Clarity Interface)

Overview

Users can snooze referrals and manage snoozed referrals in the new Clarity interface when the Community Queue Snooze setting is enabled in the community queue referral settings.

This article contains the following sections:

• Tab Highlights

• Options to Refine Search Results

• Viewing Snoozed Referrals

• Snooze Referrals on the Community Queue

• Additional Actions

• Audit Log

• Icons & Tooltips

Tab Highlights

The Snoozed Referrals tab is visible and selectable within the global Referrals tab, when enabled, regardless of whether or not there are any actively snoozed referrals. The tab is accessible for any user with an access role that has Referrals AND Referrals - Community Queue access rights toggled on.

When there are multiple community queues enabled, you can choose the appropriate community queue for the Snoozed tab first to see a list of all referrals that have been marked as “snoozed.” 

Options to Refine Search Results

The Snoozed Referrals page includes multiple options to refine and view search results:

• A search bar
• Filters
• Sorting option
• A column selector. 

Search Bar

The search bar allows users to search the list by client name.

Filter Options

The Snoozed page includes the following filter options:

• • Assessment Processor
  • Eligible Clients 
  • Eligible Clients: Agency
  • Eligible Clients: Program
  • Referral Date From
  • Referral Date To
  • Score Range
  • Tracked Characteristics

Sorting Options

The Snoozed page includes the following sorting options:

• • Referral Date (applied by default)
  • Assessment Processor
  • Assessment Score
  • Days Snoozed
  • Eligible Clients
  • Score Range
  • Snoozed Until
  • Tracked Characteristics
  • Referred By Agency

Column Selector

The Snoozed page includes a column selector.

Columns shown by default include:

• Client (locked)
• Referral Date
• Snoozed Until Date
• Days Snoozed

Additional available fields are:

• Assessment Processor
• Assessment Score
• Eligible Clients
• Latest Note
• Referral Date From
• Referral Date To
• Score Range
• Tracked Characteristics

Please refer to the Client Record Overview article for more details.

Viewing Snoozed Referrals

The user can view referrals on the Snoozed tab by clicking on the appropriate client referral to open the Referral page. The page includes sections for:

• Referral
• Notes
• History

Snooze Referrals on the Community Queue

On the Community Queue tab, users can access the Snooze option from a menu of quick actions for a referral. A vertical 3-dot "kebab" action menu button appears for each referral and, when clicked, displays the following options:

• Reassign
• Remove from Queue
• Change Queue
• Snooze
• View Audit Log
• Delete. 

Users with the appropriate access can snooze a referral listed on the Community Queue tab by clicking Snooze from the referral's list of options.

When the Snooze option is selected, a Snooze Referral page opens and has the following options:

• Snooze Until
  • Date and Time Selector
• Note
  • Text box
• Cancel
  •  Leave page without saving
• Save 
  • Save the record
• X button
  • Leave page without saving.

When the user  selects a date and time for Snooze Until, they are only allowed to choose a date that is at least  one day ahead of the current date.  All dates before the current date will be grayed out and not selectable.

Additional Actions

A vertical 3-dot  or "kebab" action menu appears for each client listed on the Snoozed Tab, with the following options:

• Unsnooze
• View Audit Log

Unsnooze

When the "Unsnooze" option is clicked for a client’s referral, the referral is removed from the list of Snoozed Referrals, and it returns to the Community Queue.

Audit Log

When the "View Audit Log" option is clicked by a system administrator with audit log access rights, a log of all the snoozed and unsnoozed status changes for 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
	Arrows/Dropdown	(no tooltip)	All Screens: Anywhere you see this icon, you can click to collapse or expand the section
	Client	(no tooltip)	Referral record: Information box
	Column Selector	"Show/hide fields"	All Screens: typically paired with a search bar
	Date	(no tooltip)	Anywhere a Date appears
	Filter	"Add a filter"	All Screens: typically paired with a search bar
	Note	“Note [formatted note text]”	Referral record
	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
	Search	"Search"	All Screens:  typically paired with a search bar also available in the top right corner at all times for client searches
	Snoozed Referrals	(no tooltip)	Global Referrals tab: Snoozed tab
	Snoozed Status	(no tooltip)	Snoozed tab: Referral record information box
	Sort	"Configure sorting"	All Screens; typically found 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