The Referrals Pending tab allows users to view and manage referrals made directly or re-assigned to programs within the agency the staff member is viewing data for from users within the same agency as well as outside agencies. Only referrals with a status of “Pending” or “Pending - In Process” will display. When a referral is first sent to a program, this is its default status (the status can also manually be set). Users can manually change the status of a referral to “Pending - In Process” to indicate that, while the client has not yet enrolled in a program, the referral is actively being processed.
Note: a user’s access to the 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 and Searching the Pending Tab
To access the Referrals Pending tab, click Search > Referrals > Pending (figure 1).
Search results can be narrowed using certain parameters (figure 2). More information can be found about each of these in Filtering Referral Results.
Search results display specific characteristics about pending referrals, including client name, referral date, and days pending (figure 3). For more information about referral search results, see Referral Details Glossary.
Managing Pending Referrals
Referrals can be reviewed and updated from the Pending tab by clicking the edit icon (figure 4).
Users can also navigate directly to the client record by clicking the client name (figure 5) where they can, among other things, record a program enrollment.
Community Referral Threshold and the Pending Tab
When a referral to a Community Queue is re-assigned to a program, it will be assigned a “Pending” status and display in the Pending tab. How long it stays in the Pending tab is subject to the queue’s Community Referral Threshold setting, which is set by system administrators in Referral Settings. Once the referral threshold period has passed, the referral status will change to “Expired” and the referral will display in the Denied tab. The system will generate a new referral with the information associated with the original referral but a different referral ID.