This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released. For the current interface article, see Viewing a Referral's History.
Table of Contents
Overview
The History section of any referral includes a complete history of all actions taken for the referral. Users can see a variety of events, including each event's date and time and the user/agency responsible for it.
Accessing a Referral's History
When you click a referral, you see a workspace with information about it. The History section is at the bottom of the page and shows all activities related to the referral.
To access a referral’s history, a user with the appropriate access can click on the referral from any of these locations:
- Incoming Referrals on the global Referrals navigation menu
- Community Queue on the global Referrals navigation menu
- Outgoing Referrals on the global Referrals navigation menu
- Referrals on the client record navigation menu
- History on the client record navigation menu
The Referral: Edit referral details workspace will appear. Scroll down to the bottom of the workspace to see the History section.
The table in the History section displays the following columns:
- Activity
- Date
- Days Pending
- Staff
A column selector is available to help users customize their view.
Learn more about column selectors in our Client Record Overview article.
Referral History Glossary
The following events are recorded in a referral’s history:
|
Action |
Label |
Date Displayed |
|
Added to the Community Queue. |
“Added to Community Queue” |
Date added to Community Queue. |
|
Created from the client Referrals tab or reassigned from the Community Queue to a program (but not to a Bed or Unit). |
“Program Referral: <program_name>, <agency_name>” |
Date reassigned to a program. |
|
Reassigned from the Community Queue to a program and a Unit. |
“Program Referral: <unit_name>, <program_name>, <agency_name>” |
Date reassigned to a program. |
|
Reassigned from the Community Queue to a program and a Bed within a Unit. |
“Program Referral: <bed _name>,<unit_name>, <program_name>, <agency_name>” |
Date reassigned to a program. |
|
Referred from the Unit Queue. |
“Unit Queue Program Referral: <unit_name>, <program_name>, <agency_name>” |
Date referred to the Unit. |
|
Direct referral to a Unit. |
"Direct Referral: <unit_name>, <program_name>, <agency_name>" |
Date referred to the Unit. |
|
Direct referral to a Bed. |
"Direct Referral: <bed_name>, <unit_name>, <program_name>, <agency_name>" |
Date referred to the Bed. |
|
A unit is changed on a pending referral. |
"Unit Change: <new unit details>" |
Date and time the referral was saved with the new unit value. |
|
Status changed to “In-Process.” |
“In Process: <program_name>, <agency_name>” |
Date status changed. |
|
Status changed back to “Pending.” |
“Pending: <program_name>, <agency_name>” |
Date status changed. |
|
Status changed to “Denied,” and referral not reassigned to the Community Queue. |
“Denied: <program_name>, <agency_name>” |
Date status changed. |
|
Status changed to “Denied,” and referral reassigned to the Community Queue. |
“Denied: Reassigned to Community Queue: Default” |
Date status changed. |
|
Status changed to “Expired,” and referral not reassigned to the Community Queue. |
“Referral Expired” |
Date expired. |
|
Status changed to “Expired,” and referral reassigned to the Community Queue. |
“Expired: Reassigned to Community Queue” |
Date status changed. |
|
Removed from the Community Queue. |
“Removed from Community Queue: Reason” |
Removal date (user entered). |
|
The referral is moved from one Community Queue to another. |
"Moved from Community Queue: <Old Community Queue Name> to <New Community Queue Name>" |
Date the referral was added to the old Community Queue (Date the referral was moved to the new Community Queue) |
|
Client connected to program with a Referral Connection. |
“Enrolled: <program_name>, <agency_name>” |
Enrollment date (user entered). |
|
The Check-in button is clicked for the referral. |
“Check-In” |
Check-in date. |
|
Navigator assigned using the ASSIGN NAVIGATOR button. |
“Assigned Navigator: Staff” |
Date assigned. |
|
The same assessment used to refer a client to the Community Queue is completed, resulting in a new score (Use Most Recent Assessment must be toggled on in Referral Settings). |
“Assessment score updated.” |
Date assessment completed. |
|
The value for Reason for Removal for a referral from the Community Queue is changed. |
“Edit Queue Removed attributes.” |
Date the value was changed. |
Updated: 10/01/2026