What does each referral status mean?

What are all the available referral statuses?

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Here's a quick guide to walk you through the difference between each status:

Category Referral Status Definition
In Progress Statuses Not yet helped 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 CBO and means that the seeker has do something before services can be provided
Pending this update is usually made by a CBO and often means that the referral is being processed
Successful Statuses Referred elsewhere the referral couldn’t be fulfilled, so a helper or the CBO referred the seeker to a different program
Got help the seeker received services and got the help they needed!
Eligible the seeker is eligible to receive services but hasn’t actually received them yet
Needs Action Statuses Couldn’t contact the CBO was unable to contact the seeker; if possible, follow up with the CBO to provide alternative contact information for the seeker
Not eligible the seeker was ineligible for the program; next step is to refer the seeker to a different program
No capacity the program doesn’t have capacity to help the seeker; 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); 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; next step is to follow up with the seeker and make sure their underlying need has been met
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