23. Homeless referrals

23. Homeless referrals

Homeless referrals can be configured to capture information about referrals from other organisations. Pages, sections and fields can be added by your Administrator so it matches your requirements exactly.

Workflow


The workflow diagram details the states a Homeless referral can move through.  

Adding a homeless referral form

When creating a new homeless referral, the pages displayed will be dependent on how the form has been configured in your system. The screenshots shown here are just an example of how it may look.


Item

Details

Save the form, button changes green once the mandatory data has been completed

Discard changes and return back to the case

Notes & Actions

Displays all Alerts, Notes and Actions assigned to the Referral form. Further details on the functionality can be found here - 5. Notes, Alerts & Actions.  

Comms centre

Displays all Comms linked to the Referral form. Further details on the functionality can be found here - 4. Communications. 

Files

Displays all Files linked to the Case. Further details on the functionality can be found in 24. Files.

Homeless referrals list

The Homeless referrals option in the explorer displays a list of all the Homeless referral records in the system.

The list can be configured to show both standard and custom fields from the Homeless referrals table or information related to any of the following related areas:

  1. Case
  2. Primary applicant
  3. Current address
  4. Previous address
  5. Public portal account
  6. Homeless (English)
  7. Homeless (English legacy)
  8. Bedroom assessment
  9. Housing Register
  10. Health assessment
  11. Financial assistance
  12. Support assessment
  13. Rough sleeper
  14. Latest homeless placement
  15. Latest homeless tenancy
  16. Latest homeless tenancy property
  17. Latest homeless tenancy void
There are a number of special calculated fields associated with Rough sleeper records that can be added to lists. Details of these fields can be found in Appendix I - Special/calculated fields

Public Homeless referral form

The Homeless referral form on the public portal allows third party organisations to submit a Duty to refer form and the data be saved directly into the system.

The public form can be configured in the same way as all other forms in the system through the Form Editor.

The Homeless referral form can be accessed on the public portal by going to the following URL – https://website-name/forms/homelessreferral

When a form is submitted the following records are created in the back office:

  1. Person record
  2. Case record
  3. Homeless referral record added to case with a status of Submitted online

 


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