The HISTORY section of a referral displays events that have occurred for a referral, allowing users to see the lifecycle of a referral from creation to completion.
To access a referral’s history, click the Edit icon for the referral from either of these locations:
- The global REFERRALS tab.
- The HISTORY tab within the client record.
The REFERRAL: EDIT page will appear. Scroll down to the bottom of the page to see the HISTORY section.
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 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. |
|
Removed from the Community Queue. |
“Removed from Community Queue: Reason” |
Removal date (user entered). |
|
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. |
|
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. |
Hovering over a referral event will display a tooltip that identifies the item.
Updated: 11/20/2023