Referral Details Glossary

Field

Definition

Editable from the Referral?

Case Manager

A user at the agency to which a referral is sent can be assigned as a Case Manager. The Case Manager works with the client after the referral has been made to determine eligibility and to assist with entry into the program and management while in the program. Staff members can use the CASELOAD tab to view the list of referrals for whom they have been assigned as a Case Manager.

Yes

Check-In

Indicates activity in the referral. For referrals in the Community Queue, clicking the Check-In button restarts the countdown clock for the referral to meet the Inactive Referral Expiration Threshold.

Yes

Client / Client Name

Displays the client’s first and last name.

No

Connected at

The date the referral resulted in a program enrollment or referral connection.  

No

Current Status

Indicates whether a referral is currently Pending, Pending - In Process, Denied, Expired, or Completed. While the Current Status itself is not editable, users can click the Edit icon next to the Current Status to display the New Status and Status Date fields to apply a new referral status on a selected date.

No

Days Pending

On the Community Queue tab:

• Days Pending = number of days from Referral Creation to today's date.

On the Pending tab, Days Pending is presented as 3 numbers: 

• total = number of days from Referral Creation to today's date.
• pending = number of days between the start of the Pending status and the start of the In Process status.
• in process = # of days from the start of the In Process status to today's date.  

 In a referral's HISTORY: 

• Days Pending for each event = # of days from the previous event to that event.

No

Eligible Program & Projects

Displays as a boxes icon that, when hovered over, lists the programs the client is eligible for. This displays when the active agency is the user’s agency where they are assigned or switched into as well as the agency a matchmaker is filtering the Community Queue on (regardless of the agency they are assigned to switched into).

No

History /
Referral History

The history of activity for the referral.

No

Last Activity

The date the referral was created or the date the most recent activity keeping the referral active occurred.

Yes

Navigator /
Assign Navigator

A user with Navigator access can be assigned the role of Navigator within a Community Queue referral. A Navigator assists the client through the referral process and final hand-off to the referred agency. Staff members can use the NAVIGATOR sub-tab within the CASELOAD tab to view the list of referrals for whom they have been assigned as a Navigator. When referrals are sent to a program, Navigators become Case Managers.

Yes

Note / Notes

Allows users to add notes to the referral. Users with the appropriate access rights can tag one or more end users in a Referral note. More information about tagging users can be found here.

Yes

Private

When toggled on, the referral will be private to users at the referring and referred to agencies. A lock icon will display with the referral. 

Yes

Qualified

• Yes: the referral was made from the Assessments tab.
• No: the referral was made from the Referrals tab.
• Reassigned: the referral was reassigned from the Community Queue.

No

Re-Assign

This option only displays if the referral is in a Community Queue.

Reassignment Date

The date a referral was (or will be) reassigned to a program from a Community Queue. 

Referral Connections

Information about whether a referral connection occurred or not.

Yes

History /
Referral History

The history of activity for the referral.

No

Referral Status

The status of the referral.

Yes

Referred Date / Referral Date

The date a referral was (or will be) sent to the Pending tab.

Yes

Referred Program and Referred to Agency / Referred to

The program and agency where the client was referred. If the referral has been reassigned, this will be the most recent program and agency.

No

Referring Agency / Referred By Agency

The agency that created the referral. If the referral has been reassigned, this will be the original agency that created the referral. 

No

Referred By Staff

The staff member who created the referral (or the most recent referral, if it has been reassigned).

No

Remove from Queue 

Allows the user to remove the referral from the Community Queue and provide a reason why they have done so.

Yes

Score

The score generated from the assessment processor (if applicable). Clicking on the score displays additional score detail.

No

Snooze / Unsnooze / Snooze until

If enabled in Referral Settings, clicking this icon allows you to temporarily snooze a referral on the Community Queue. 

No

Snoozed Until

The date a snoozed referral will reappear in the Community Queue tab.

No

Tracked Characteristic badge

If tracked characteristics are configured, this will display a badge icon that, when hovered over, displays the associated characteristic(s).

No

Would you like to make Reservation as well?

Allows users to make a reservation during the referral process.

Yes