Understanding Referral Statuses

Referral Statuses are a key tool that helps a seeker (the person needing help), a navigator (the person who made the referral), and the program that received it, to work together.

Think of it as a shared communication channel. It allows everyone involved to easily track and update the progress of a referral, ensuring the seeker gets the support they need in a timely and coordinated way.

Status Definitions

Category	Referral Status	Definition
In Progress Statuses	Not Updated	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.
	Eligible	The seeker is eligible to receive services but hasn’t actually received them yet.
Closed Loop - Got Help Status	Got Help	The seeker received services and got the help they needed!
Closed Loop - Got Help Status	Referred Elsewhere	The referral couldn’t be fulfilled, so a navigator or the program referred the seeker to a different program.
Closed Loop - Didn’t Get Help	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.