[RFRL-104] Referral Statistics - Outbound

Description

Type of Report

This is a referral-based report in which referrals were:

• created within the reporting period or where any of the following activities during the reporting period:
  • Pending
  • Pending - In Process
  • Denied
  • Expired
  • Completed
• created or changed status to Pending or Pending - In Process before the report start date and did not change during the reporting period.

Purpose

To provide aggregate counts of referrals, broken out by different statuses. In contrast to the Inbound report, this version reports on referrals that were created by the agency running the report.

Running the Report

Who Can Run the Report

All users can run the report. There are restrictions for which information can be accessed based on the rights of the user.

Report Location

This report can be found in the following locations in the Report Library:

• Community and Referrals  → [RFRL-104] Referral Statistics - Outbound
• Administrator Reports → [RFRL-104-AD] Referral Statistics - Outbound

Parameters

The following parameters are required to run this report:

Additional Admin Report Parameters

Specifications

Universe

• Includes referrals, that have not been deleted, AND
• created under the current agency AND
• (for a program of the current agency OR referred to a program of another agency) AND
• (created within the report date range OR
• have any of following activities: Pending, Pending - In Process, Denied, Expired, Completed - during the reporting period OR
• created/changed status to Pending, Pending - In Process before the report start and did not change during the reporting period)

Report Will Include:

All referrals, differentiated in the report tables and drilldowns according to their Referral Type:

• Direct Program = referrals made directly to a program from the PROGRAM ELIGIBILITY DETERMINATION screen or from the REFERRALS tab
• Direct Unit = referrals made directly to a Unit from the PROGRAM ELIGIBILITY DETERMINATION screen or from the REFERRALS tab
• CQ Program = reassigned to a program from the Community Queue
• CQ Unit = reassigned to a Unit from the Community Queue
• Unit Queue = reassigned to a Unit through the Unit Queue functionality
  
  

Definitions

• [# of days] - is calculated as the difference between [last date] and [first date]
  
  • [first date] is:
    • for Direct Referrals - [referral date], the date the referral was created
    • for Referral from Community Queue - [reassigned date], the date the referral was reassigned to the program from the Community Queue
  • [last date] is:
    • For statuses "Pending" and "Pending - In Process" - [report end date]
    • For status "Completed" - [enroll date], the date referral was enrolled to the program
      • NOTE: If Referral Connection was added, the [enroll date] can be earlier than the referral's created date [referral date]
        • In this case, [# of days] will be negative
    • For statuses "Denied" and "Expired" - [end date], the date referral changed status to "Denied" or "Expired"

Report Will Exclude:

1. Removed from Community Queue
2. Automatically Expired (via Inactive Referral Expiration Threshold from Community Queue or Automatically Expired Direct Referrals)

Report Tables

Drilldown Functionality

Drilldown functionality is available for this report.

Click on any count  within the report table to see:

• Referral Date
• Unique Identifier
• Client Name
• Program Name
  • Program Name
  • Unit/Bed Information (if applicable)
  • Community Queue Name  (if applicable)
  • From agency (referring agency)
  • To agency (referred agency)

• Days Pending
• Referral Type (Direct Program, Direct Unit, CQ - Program, CQ - Unit, or Unit Queue) 
• Total Referrals & Referral Type Subtotals

Unique ID fields contain links to the Client Profile Screen.

Updated: 10/24/2024