Incoming Referral Data Checker

Author: Ran Chang | Date Created: June 11th, 2025 | Date Updated: June 17th, 2025

What this is

The Incoming Referral Data Checker helps you quickly see if there are any referrals coming into your housing project that need action — like acknowledging the referral or enrolling the client.

This tool is especially helpful if:

• Your project receives Coordinated Entry referrals
• You need to track which referrals are still pending
• You want to check if a Resulting Enrollment was recorded

Where to find the Incoming Referral Checker

This tool is located in the Home workspace, not the Reports workspace. Click Data Checkers -> Incoming Referral Data Checker (131, v2025.1)

How do I use this tool?

Once you open the tool, select:

• Organization (your agency)
• Program (your housing project)
• Show Pending Referrals Only OR select a date range
• (Optional) Toggle "Show Client Names"
• Click Search.

What you will see

All pending referrals - or referrals in the time frame - to your housing project will appear.

For each referral, you’ll see:

Client ID | Date of Referral | Program Name | Date you acknowledged the referral (blank if you still need to acknowledge it)

Result Status (e.g. pending, accepted, denied) | Result Date

Resulting Enrollment (if applicable) | Enroll Date | Date of Move In

What you can do from here

• Update the CE Event:

1. Click the action button (three dots) next to a client row.

   Select "Open CE Event".

   1. Update CE Entry Event Fields
2. Click Save.
• Edit Resulting Enrollment (if already created)
• Export your results by clicking the printer icon and selecting Excel Export.