What does each referral status mean?

Overview

Referral Statuses help keep Seekers, Navigators, and Programs in the loop about the status of a referral.

Table of Contents

Available Referral Statuses

  • Not Updated
  • Needs client action
  • Pending
  • Referred elsewhere
  • Got help
  • Eligible
  • Couldn't contact
  • Not eligible
  • No capacity
  • Couldn't get help
  • No longer interested  

Status Definitions

Here's a quick guide to walk you through the difference between each status:

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Category Referral Status Definition
In Progress Statuses Not yet helped The default status when a referral is first created, and no action has been taken yet.
Needs client action This update is usually made by the Program and means that the Seeker has do something before services can be provided.
Pending This update is usually made by a Program and often means that the referral is being processed.
Successful Statuses Referred elsewhere The referral couldn’t be fulfilled, so a Navigator or the Program referred the Seeker to a different Program.
Got help The Seeker received services and got the help they needed!
Eligible The Seeker is eligible to receive services but hasn’t actually received them yet.
Needs Action Statuses Couldn’t contact The Program was unable to contact the Seeker; if possible, follow up with the Program to provide alternative contact information for the Seeker.
Not eligible The Seeker was ineligible for the Program. The next step is to refer the Seeker to a different Program.
No capacity The Program doesn’t have capacity to help the Seeker. The next step is to refer the Seeker to a different Program.
Couldn't get help The Seeker was unable to get help (the reason could vary). The next step is to refer the Seeker to a different Program.
No longer interested The Seeker has indicated they no longer need or are interested in this program. The next step is to follow up with the Seeker and make sure their underlying need has been met.
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