25 results found
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Allow the ability to edit both the referral reassigned date and referral status for accurate reporting
Without this functionality, the Referral Statistic - Outbound report is useless due to user errors that cannot be corrected.
Priority level 3
5 votesThank you for your feedback. We are currently reviewing this request.
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Change the name of the program you are referring to
Numerous occasions have come up where an agency submits an opening for one of their housing projects, and the referral is made through our coordinated entry process. Later we find out that they reported the wrong project and it would be easiest if we could just switch the project name on the referral, rather than re-submitting a new referral, which is how it currently works.
2 votesThank you for your feedback. We are currently reviewing this request.
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Add the ability to attach file to client level referrals.
I'd love to see the ability to attach a file (pdf, word, etc.) to a client level referral. This would allow for the agency/staff who receive the referral to have needed information immediately (example: application for program)
3 votesThank you for your feedback. We are currently reviewing this request.
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[RFRL-104] Referral Statistics - Outbound - Add Filter
Adding a filter for the agencies and/or projects that an agency can or has referred to would simplify counting referrals that were made to specific agencies. Some agencies send referrals to more than one agency or project and it would drastically decrease the amount of time needed to count referrals sent.
1 voteWe greatly value your feedback. This item is undergoing further consideration by our Data Services Team.
In the interim, our Coordinated Entry - Referrals LookML Dashboard series may provide some of the information you are looking for, or could be used as a template for a custom Look to fit the reporting need.
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Enable outgoing/incoming referrals to/from trusted outside human services agencies
Standards organizations such as DirectTrust have been working to specify ways for human services agencies to share securely emailed referrals, for any type of human service. Standards organizations are also working on ways to share service directory information. Clarity Human Services could implement these standards to be a part of this secure referral network, so Clarity users could send outgoing referrals (even outside the HUD Continuum or customer installation). Likewise, agencies could post their available human services and accept/decline incoming referrals, from the trusted external service organizations.
see https://directtrust.org/blog/launch-of-information-exchange-for-human-services
3 votes
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