Responding to a Referral in Clients Module

This guide provides the basic steps for managing a housing placement referral.

Incoming Housing Referrals

Log into Community Services and set the appropriate Enter Data As provider.
Search for the primary client, select the correct record, and set the back date to the date on which the client's referral should be updated.
Click on the Service Transactions tab.
Click the View Entire Service History button.
Click the pencil icon on the referral line to update the outcome.
In the Referral Data section, set the Referral Outcome to the appropriate status.
- – Select – : The agency has not yet scheduled the eligibility interview.
- Accepted: The client has been housed by the project.
- Accepted on Waitlist: Clients should have this status from the point that the housing provider has scheduled an eligibility interview with the client to the point they are housed or the referral is canceled or declined.
- Declined: Declinations are on the part of the agency. The housing provider has determined that they cannot serve this particular client. The housing provider must notify the front door lead, if applicable.
- Canceled: Cancelations are on the part of the client. The housing provider has contacted the client and has determined that the client does not want or need housing assistance from their agency, OR the agency has made multiple attempts to contact the client and has been unable to do so. The housing provider must notify the front door lead, if their agency has a front door for referrals.
In the Need Status and Outcome section, set the appropriate Need Status and Outcome of Need.
Once a referral has an outcome, the "Need Status" at the bottom of the page has a final outcome, the referral should be set for "Closed" and an appropriate outcome selected. For Outcomes that include a service to match the recorded need, "Fully Met" should be selected.
Scroll to the bottom and click Save & Exit.