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
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 the date and time of the event, and the user/agency responsible for the event.
Accessing a Referral's History
When you click on a referral, you see a page with information about the referral. The History section is at the bottom of the page and shows all of the activities connected with the referral.
To access a referral’s history, a user with the appropriate access can click on referral from any of these locations:
- Incoming Referrals tab on the global Referrals tab
- Community Queue tab on the global Referrals tab
- Outgoing Referrals tab on the global Referrals tab
- Referrals tab on the client’s record
- History tab on the client’s record.
The Referral: Edit referral details page will appear. Scroll down to the bottom of the page 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 so that users can customize their view.
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. |
|
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. |
Published: 11/04/2025