- Introduction
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Course Introduction
- Unit One
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Introduction to Referrals
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Referral Settings: Multiple Community Queues
- Unit Two
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The Referrals Tab Overview
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Referrals - the Community Queue Tab
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Referrals: Pending, Sent, and Denied Tabs
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Updating the Status of a Referral
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Referrals History
- Unit Three
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General Referral Workflow
- Knowledge Check
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Knowledge Check: Introduction to Coordinated Entry - Referrals
Clarity Human Services: Introduction to Coordinated Entry - Referrals
This course is structured differently than our other courses; instead of watching on-demand videos, you’ll be reading essential articles from our Help Center.
Intended audience: All users.
About this course: Introduction to Coordinated Entry — Referrals is structured differently than most of the courses you'll find at learn.bitfocus.com. Instead of watching on-demand videos, you’ll be reading essential Referral articles from our Help Center. Whether you're a Matchmaker, System Administrator, Agency Manager, End User, or undefined coordinated entry role in your community, this course is for you.
Topics include:
- Understanding the difference between Direct Referrals and Referrals to the Community Queue
- Using multiple Community Queues
- Navigating through the global Referrals tab
- Managing pending referrals
- Updating the status of a referral
- Viewing a referral’s history
Requirement for successful completion:
- Score at least 80% on the quiz at the end of the course.
Prerequisites: None.
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