Working with the Referrals Tab and Community Queues
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      3. Working with the Referrals Tab and Community Queues

      Referrals: the Availability Tab

       

      Overview

      The Availability tab allows users to record information about program availability at their agency that is then displayed during the referral process to users sending referrals to those programs. 

       

      Note: 

      • A user’s access to the Availability tab is configured in Access Roles. See Rights Glossary for Access Roles for more information about the different access settings. 

      • The Availability tab isn’t visible if the following are true:

        • Program Availability Management is turned off during Queue setup

        • No Queues are added to a Program

      • Refer to the Program Availability chart at the end of this article for additional details.

      Viewing Availability

      Navigate to SEARCH > REFERRALS > Availability.


      The Availability tab displays all Queues assigned to a program. Users can click on a Queue to view availability for programs connected to that Queue. 

      Note: Only programs connected to a Queue at the program setup level will appear under the Queue header within the Availability tab. 

      Updating Availability

      To indicate the availability for programs at your agency, click one of the following options for each program:

      • Click FULL AVAILABILITY to indicate that the program has multiple openings and does not require a reservation. 
      • Click NO AVAILABILITY to indicate that the program has no openings. Note that users will still have the option to make a referral. 

      Note: A program that is set to NO AVAILABILITY will not be available to re-assign to within a referral. 

      • Click LIMITED AVAILABILITY to indicate the number of openings for the program and view any reserved openings.

      Note: A program that is set to LIMITED AVAILABILITY with no associated openings will not be available to re-assign to within a referral. 


      To indicate the number of openings for the program, click ADD SINGLE OPENING or ADD MULTIPLE OPENINGS.

      The ADD AN OPENING(S) pop-up will appear for you to fill out the Date and any Additional Notes. Any Program Availability Custom Fields that have been created for all of the queues that are connected to the program will also appear, such as the Unit Number field shown in the example below. 

      If you click ADD MULTIPLE OPENINGS, the system will also display a Number of Openings field.

      Click SAVE CHANGES to add the opening(s).

      Note: When adding an opening, keep in mind that all Queues added at the program level will share openings at the Program Availability level.


      After creating an opening, you can click the trash can icon to delete it or click the Edit icon to display a MODIFY OPENING pop-up for viewing or editing the opening.


      The MODIFY OPENING pop-up will only display the Program Availability Custom Fields that are associated with the Queue that is currently being viewed.

      When adding/viewing openings, please consider the following: 

        • When an opening is deleted, the system displays a warning that the opening will be deleted for all connected Queues. 
        • If a referral is made to an opening, all instances of the opening will be removed from Availability. 

      Reservations made to the program when the referral is re-assigned from the Community Queue will be displayed in the Reserved Openings section.

       

      Note: Reservations made in the reservations Availability tab are unrelated to reservations in the Attendance Module. 

      Program Availability Logic

      The table below describes the logic that the system follows in response to the Bed & Unit Management toggle (which enables the Unit Queue), the Program Availability Management toggle, and the “Full,” “Limited,” and “No” selections for Program availability on the Availability tab. This logic uses the Availability tab to control which Units appear on the Unit Queue while still allowing referrals via the Community Queue to Programs without INVENTORY.

      Conditions Logic
      Bed & Unit Management = ON
      Program Availability Management = OFF
      • The user does not see the Availability tab
      • The user does not see the Unit Queue tab
      Bed & Unit Management = OFF
      Program Availability Management = ON
      • The user sees the Availability tab and can use Openings.
      • The user does not see the Unit Queue tab
      Bed & Unit Management = ON
      • The system sets Program Availability Management to ON (read-only) for all Community Queue settings within REFERRAL SETTINGS
      • Availability tab options stay the same, but the Program Openings ability goes away
      For at least one Community Queue within Referral Settings:
      Bed & Unit Management = ON
      Program Availability Management = ON
      • The system shows Availability and Unit Queue tabs
      • Visibility of Units on the Unit Queue depends on Availability tab settings
      Availability = No Units are filtered out of the Unit Queue and not available for referrals, even if Units are Units set up for the program.
      Availability = Limited Unit Queue shows all available Units.
      Availability = Full
      • Referrals can be made to the program, regardless of Unit status (Active, Inactive, Offline, or Pending Occupation)
      • Units associated with the program are filtered out of the Unit Queue
      • Client/Program/Unit connection happens within the enrollment rather than within the Unit Queue