Direct Referrals from the Assessments Tab

 

There are two ways to directly refer a client to a program: from the Referrals tab and from Program Eligibility Determination within the Assessments tab. Direct referrals made from the Assessments tab allow users to refer clients to specific programs based on eligibility criteria. This method of referral will only work if the Eligibility Engine is turned on for the assessment. 

 

To create a referral from the Assessments tab, navigate to the client record, and click the Assessments tab. Find the assessment you would like to use and click Start (figure 1).

 

figure 1

 

Note:  Referrals can be created in the Assessments tab directly in the client record or within the Assessment tab in an enrollment The assessments that display in the Assessments tab are based on those that have been made available to the program and/or agency in Agency Management  If Community Queue is enabled, clients are referred to the queue from the Assessments tab. As this article is specifically looking at direct referrals to programs, we will not be discussing referring to the Community Queue here. For more information about referring to the Community Queue, see Community Queue for End Users.

 

After completing the assessment data fields, click Save.

If the screen is set up with an assessment processor and configured to display the assessment score, score information will display under Program Eligibility Determination (figure 2).

 

figure 2

 

If the assessment screen is configured to display alternate text for the assessment processor, this will display instead (figure 3). 

 

figure 3

 

If no assessment processor is assigned to the assessment screen, only the eligible and ineligible (if applicable) programs will display (figure 4). 

 

figure 4

 

Note: In order for a program to display as an eligible or ineligible program, the following configurations must be in place in Agency Management:  Public Listing must be properly configured as either “Public” or “Agency”  Eligibility must be toggled on

 

Eligible program results are organized by Agency Programs (programs within your agency) and Community Programs (programs in other agencies).  

The Ineligible Programs section displays programs the client is ineligible for. Click the expand arrow on the main header to expand the list. Click the expand arrow for each program to see the program’s details, including Reason for ineligibility (figure 5). 

 

figure 5

 

Results can be filtered by Category (based on the field Program Type in Agency Management), Agency, and Availability (managed in the Referrals tab) (figure 6).

 

figure 6

 

Select the expand icon for the program you would like to refer the client to. This will display program details including available openings based in the Attendance Module (figure 7). 

 

figure 7

Clicking Doc Requirements will display in a separate window any documentation requirements configured in Agency Management for the program (if applicable). 

You can either make a referral to a program or, if the program is within your agency, and the client is eligible, enroll the client in the program. For more information about enrolling a client in a program, see Enrolling Clients and Households in Programs.

To generate the referral, click Make Referral. 

After clicking Make Referral, you can review the details of the referral (referred program, referred to agency, and referring agency) and make additional configurations before sending the referral (figure 8). Information about these and other referral configuration options can be found in Viewing and Editing Referrals.

 

Note: the referral will not be sent until you click Send Referral.

 

figure 8

 

Once you click Send Referral, the referral will be saved in the client record. Notification to the referred to agency will depend on the system Referral Settings. You’ll be navigated to Referral: Edit where you’ll have additional referral configuration options. 

 

Returning to an Assessment to Send a Referral

A saved assessment can later be returned to in order to send a referral. From the Assessments tab in the client record, locate the saved assessment in the Assessment History and click Eligibility (figure 9).

 

figure 9

 

You’ll be directed to Program Eligibility Determination, where you can send a referral.