[RFRL-103] Referral Statistics - Inbound

Description

Type of Report

This is a referral-based report in which referrals were:

• created within the reporting period or where any of the following activities were recorded during the reporting period:
  • Pending
  • Pending - In Process
  • Denied
  • Expired
  • Completed
• created or changed status to Pending or Pending - In Process before the report start date and did not change status 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 Additional Parameter

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
• have any of the following activities: Pending, Pending - In Process, Denied, Expired, Completed - during the reporting period OR
• created/changed status to: Pending or 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
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 end 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

Drilldown Functionality

Drilldown functionality is available for this report. There are two types of drilldowns:

1. Click on any count to see:
   • Referral Date
   • Unique ID
   • Client Name
   • Program Name
   • Type
   • Days Pending
2. Click on Referring Agency column to see:
   • Agency Name: Program Name
   • Unique ID
   • Client Name
   • Status

Unique ID fields contain links to Client Profile Screen.

Updated 5/10/2021