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

The Global Referrals Tab Overview

 

The global REFERRALS tab is a central location where users can view, manage, and analyze all referrals, including direct referrals to programs and referrals to the Community Queue

Note: a user’s access to the Global Referrals tab is configured in Access Roles. Users can be given access to all, none, or specific sections of the Referrals tab. See Rights Glossary for Access Roles for more information about the different access settings. 

Accessing the REFERRALS Tab

To access the REFERRALS tab, navigate to SEARCH > REFERRALS.

REFERRALS tab
The REFERRALS page appears.

The Tabs

There are eleven available sections, or “tabs,” on the REFERRALS page. Click on the links below to learn more about each tab.

  • Dashboard: specific data analysis dashboard reports configured by system administrators to display in the REFERRALS tab.
  • Pending: when a referral is first sent to a program, this will be the default status (the status can also be manually set). The Pending tab displays all referrals sent to programs at the user’s home agency or the agency the user is switched into. This is where agency staff review referrals either directly referred to their agency or re-assigned from the Community Queue.
  • Community Queue: referrals made to the Community Queue.
  • Analysis: accesses the Data Analysis Tool with filters for sorting the queue.
  • Completed: referrals sent to your agency that resulted in a program enrollment.
  • Denied: referrals denied by your agency (also expired referrals).
  • Sent: referrals sent by your agency with any status.
  • Snoozed: Community Queue referrals that have been “snoozed.” 
  • Availability: allows users to set availability for programs within their agency.
  • Unit Queue: allows users to refer clients to a specific Unit based on Unit Eligibility criteria and Unit availability.
  • Open Units: accesses the Data Analysis tool with filters for program openings, as defined in the Availability tab.

Pending, Community Queue, Completed, Denied, Sent, and Availability Tabs

These tabs include a visual display corresponding to that tab in a pie graph that is adjustable by date.

Users can search for referrals using the filters on these tabs. For more information about searching for referrals, see Filtering Referral Results.

Depending on the user’s access rights, the referrals listed in the search results may have an Edit icon for editing the referral, a View icon for viewing the referral, and/or a trash can icon for deleting the referral.


To restore a deleted referral:

  • Scroll to the bottom of the page and click Recover deleted data.
  • Turn on the toggle for the referral(s) you want to restore.
  • Scroll down to the bottom of the page and click RESTORE.

Audit Log

Users with the appropriate access can view an Audit Log for a referral by clicking the Edit icon for that referral, then scrolling to the bottom of the REFERRAL: EDIT page and clicking the Audit Log button.

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The Audit Log allows users to review actions that can be entered or adjusted on the REFERRALS tab:

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