When updating a referral, you will choose the latest status for that referral. The Coordinated Intake agency will be updated also and see the referral's latest Referral Status any progress notes added.
This status is only selected by the CI Agency in order to deliver the referral to the HV Agency. Deliver referrals will show both on the Admin home page and in the CIAT/Referrals List
Pending Accept -
Referral is under review
Assign home visitor to review -
Home visiting admin has assigned the referral to a home visitor to follow up on.
The home visitor will then see this referral on their home page and be able to review the referral and update the referral.
Once the referral status is updated to something other than "Assign home visitor to review", the referral can no longer be accessed by the home visitor
Enrolled in other services -
Family was not enrolled in home visiting but other services offered by home visiting agency.
Enrolled in home visiting -
Family was enrolled in home visiting.
IMPORTANT: This status enrolls the family and adds them to the program’s active family list.
Rule: This status is not available for families that have a previous referral with Referral Status = Enrolled in home visiting.
Re-enrolled in home visiting -
Family was previously enrolled in home visiting services with the same agency from a past referral and is re-enrolling.
Rule: This status is not shown if the family has never been enrolled in home visiting from a CIAT with the home visiting agency.
Home visiting agency is not going to enroll the family
This status will open an additional "Decline Reason" selection list so the home visiting agency can select whey the referral was declined.