The History section of a referral (figure 1) displays events that have occurred for a referral, allowing users to see the lifecycle of a referral from creation to completion.
figure 1
To access a referral’s history, navigate to and click the edit icon for the referral either from the global Referrals tab or the History tab within the client record.
The following events, when they occur for a referral, are recorded in that referral’s history:
|
Action |
Label |
Date Displayed |
|
Added to the Community Queue |
“Added to Community Queue” |
Date added to Community Queue |
|
Created from Referrals tab or reassigned to a program from the Community Queue |
“Program Referral: Program Name--> Agency” |
Date reassigned to a program |
|
Status changed to “In-Process” |
“In Process: Program Name--> Agency” |
Date status changed |
|
Status changed back to “Pending” |
“Pending: Program Name--> Agency” |
Date status changed |
|
Status changed to “Denied” and referral not reassigned to the Community Queue |
“Denied: Program Name--> Agency” |
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 Referral Connection |
“Enrolled: Program Name--> Agency” |
Enrollment date (user entered) |
|
Check-in button 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 |