Referrals: Overview Dashboard Guide

The Referrals: Overview dashboard displays de-identified, aggregated, real-time data and provides an overview of referral activity (Incoming and Outgoing) entered in bhworks. 

For general information on navigating and filtering dashboards, please click this link. 

You can use the filter options to narrow the dashboard results to only show specific programs, districts, schools, and referral status. Otherwise, the default view will show referrals across for all associated programs and locations. 

Dropdown/Selectable Filters:

You can use the dropdown/selectable filter options to narrow the dashboard results to only show specific programs, districts, schools, and notes status. Otherwise, the default view will show all case notes across for all participating programs and locations

• Referred To Organization / Program

• Referred By State (If selected, this will only show referrals for programs that you are assigned)

• Referred By Organization / Program / School

• Referral Status (Active or Draft)

• Started Services (Service Outcome entered is yes (true) or no (false))

The Referrals: Overview dashboard is an easy way to pull the following numbers:

• Total Number of Referrals

• Total Number of Active Referrals (Submitted)

• Total Number of Draft Referrals (Not Submitted) 

• Count of Unique Participants with a Referral

The Referrals: Overview dashboard also includes the following charts and tables:

• Referrals by Month

• Demographics of the participants who have at least one case note entered for them

  • Gender

  • Race

  • Ethnicity

  • Age when Referred

• Entered By (email address of person entering the referral)

• Acknowledged By (Username of person that acknowledged the referral)

• Referral Made TO Organization / Program (Top 30)

• Referral Made BY Organization / Program / School (Top 30)

• Primary Referral Reasons (Top 20)

• Primary Other Referral Reasons (If an option is typed when ‘Other’ reason is selected) (Top 20)

• Started Services (Referral Outcome is Not Specified, Started, or Not Started)

• Reason Services Not Started (If selected when Services are not started)

Resetting the Dashboard

• To clear individual filters, please click the X next to the filter at the top of the dashboard

• To reset the dashboard to its original settings, click the Refresh button on your browser

Download to PDF

Once you have defined the dashboard based on your needs, you can export the entire dashboard as a PDF using the Download to PDF button found on the upper right-hand side.