The Referrals tab Overview
This section discusses the structure and basic functionality of the Referrals tab. This section is divided into the following parts: Getting Started Searching for a Referral Referral Tab Details Referral - Edit Screen Details Getting Started If you are in the main search screen, you will find the Referrals tab located next to the Search tab. If you are in a client record, or the Caseload tab, simply select the ...label_outline Getting Started label_outline Referrals label_outline Animation label_outline Notes label_outline referral connections label_outline sent label_outline Community Queue label_outline Availability label_outline pending label_outline completed label_outline denied
How Do I Create a Direct Referral from the Referrals Tab?
Outbound referrals are referrals generated by you or your agency. This includes referrals to programs within your agency as well as referrals to programs outside of your agency. This is in comparison to inbound referrals, which are referrals that are sent to your agency from an outside agency. There are two ways to create a client referral from the client record. The Referrals tab in the client record: this met...label_outline Getting Started label_outline Referrals label_outline For Basic Users label_outline Animation label_outline referral connections label_outline Refer by Agency label_outline Refer By Category label_outline Referral Details label_outline Add Screen label_outline Edit Screen
How Do I Create a Direct Referral from the Assessments Tab?
This referral method is advised if you are trying to determine which program is best for a client, or if you would like to determine which programs your client is eligible for. This will only work if the Eligibility Engine is turned on for the assessment by the the System Administrator. To begin this method, go to the Assessments tab of the client record, and select the Start button of the assessment you would l...
How do I determine program eligibility?
This section discusses how to determine the Program(s) for which a client is eligible. The Clarity Program Eligibility Determination Engine streamlines Centralized Intake and Coordinated Assessment, making it easy and efficient. To determine if a client is eligible for a particular program, or to determine the program(s) for which a client is eligible, go to the Assessments tab in their client record. Determining ...label_outline Getting Started label_outline Referrals label_outline For Basic Users label_outline Animation label_outline Program Eligibility label_outline Ineligible Programs label_outline Eligible Programs
How do I make a reservation from the referral screen?
This section details how to make a reservation when referring a client to another program. The option to make a reservation will be available for any program offering Attendance-based services (this is configured by the System Administrator). In the example below, the Pridelands Emergency Shelter has this option. Once the checkbox is selected, the screen will expand with further options upon expanding the appropr...label_outline Getting Started label_outline Referrals label_outline For Basic Users label_outline Reservations
Community Queue for End Users
This section discusses the structure and basic functionality of the Community Queue. This section is divided into the following sections: Completing an Assessment and Referring to the Community Queue Using the Community Queue Managing Referrals on the Queue - Matchmakers Managing Referrals on the Queue - Agencies Clarity Human Services Community Queue was developed around the utilization of an Assessment To...label_outline Assessments label_outline Referrals label_outline Community Queue label_outline Coordinated Entry label_outline CE label_outline Matchmakers label_outline Referral
Working with the VI-SPDAT [V2] & VI-F-SPDAT [V2] for Centralized Intake.
This section discusses how to work with the VI-SPDAT [V2] and VI-F-SPDAT [V2] for Centralized Intake. For official instructions regarding how to correctly complete both the VI-SPDAT [V2] and VI-F-SPDAT [V2], please visit the OrgCode website. Prior to working with this section, we recommend that you first visit the Working with the Referrals Tab: Overview section and the Working with the Referrals Tab: Details sect...label_outline Getting Started label_outline VI-SPDAT label_outline Referrals