The Intake Referrals report monitors referral activity, intake response performance, waitlist activity, admissions, and referral aging. It helps the Intake Team track referral progression from initial inquiry through placement, identify outstanding referrals, monitor waitlist trends, and evaluate intake responsiveness and service demand.
Referrals
The Referrals page serves as the primary operational dashboard for intake activity. It provides visibility into open referrals, closed referrals, admissions, referral status, and service demand across the organization.
The page allows users to:
- Review all referral activity.
- Monitor open referrals.
- Review closed referrals.
- Identify referrals still awaiting a Life Unlimited response.
- Analyze referrals by requested service.
- Monitor admissions resulting from referrals.
Aging
The Aging page serves as the referral-performance monitoring page. It focuses on how long referrals remain active and tracks key intake milestones throughout the referral process.
The page allows users to:
- Monitor referral aging.
- Review days open by referral.
- Analyze waitlist duration.
- Monitor days to first tour.
- Review days to ISP Addendum meetings.
- Analyze days required to place admitted individuals.
Individual Timeline
The Individual Timeline page serves as the detailed referral-tracking page. It provides timeline-based visibility into an individual's intake journey and milestone completion.
The page allows users to:
- Review referral milestones for an individual.
- Track progression from lead to placement.
- Review waitlist dates and target dates.
- Monitor tours and ISP Addendum meetings.
- Evaluate referral timelines by service requested.
Version Notes
The Version Notes page serves as the technical and administrative reference page for the report. It documents report enhancements, intake process calculations, data-source changes, maintenance history, and report administration information.
This Semantic Model relies upon a single table of data.
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