[RFRL-103] Referral Statistics - Inbound

Description

Type of Report

This is a referral-based report which includes referral created within the reporting period and referral created or changed status to "Pending"/"Pending - In Process" before the report start and did not change during the reporting period.

Purpose

To provide aggregate counts of referrals, broken out by different statuses. In contrast to the Outbound report, this version reports on referrals that were referred to the agency running the report.

Running the Report

Who Can Run the Report

All users can run the report. There are restrictions for which information can be accessed based on the rights of the user.

Report Location

The report can be found in the Community and Referrals section of the Report Library.

Parameters

• Report Date Range - The date a referral was created or changed status
• Report Output Format 
  • Web page
  • PDF
  • Excel

Admin Version

An admin version of the report is available. In addition to the above prompts, the admin version requires:

• CoC - Choose for which CoC to run the report

Specifications

Universe

• Includes referrals, that have not been deleted, AND
• (created under the current agency for a program of the current agency OR
• referred to a program of the current agency from another agency) AND
• (created within the report date range OR
• created/changed status to "Pending"/"Pending - In Process" before the report start and did not change during the reporting period)

Report Will Include:

1. Direct Referrals - referrals which were never included in the Community Queue and did not have any of the following activities:
   • Added to Community Queue
   • Denied: Reassigned to Community Queue: Default
   • Expired: Reassigned to Community Queue
2. Referrals from Community Queue - referrals that were only reassigned to a program and are not currently in the Community Queue
   • Referrals can be reassigned to a program only if they were in the Community Queue

Definitions

• [# of days] - is calculated as the difference between [last date] and [first date]
  
  • [first date] is:
    • for Direct Referrals - [referral date], the date the referral was created
    • for Referral from Community Queue - [reassigned date], the date the referral was reassigned to the program from the Community Queue
  • [last date] is:
    • For statuses "Pending" and "Pending - In Process" - [report start date]
    • For status "Completed" - [enroll date], the date referral was enrolled to the program
      • NOTE: If Referral Connection was added, the [enroll date] can be earlier than the referral's created date [referral date]
        • In this case, [# of days] will be negative
    • For statuses "Denied" and "Expired" - [end date], the date referral changed status to "Denied" or "Expired"

Report Will Exclude

1. Removed from Community Queue
2. Automatically Expired via Inactive Referral Expiration Threshold from Community Queue

Report Tables