Clarity SSVF RRH Referral through CE- Cheat Sheet

Clients enrolled in Clarity with Active CE Enrollments can be referred to SSVF through a two step referral process.

CE Enrollment

1. Navigate to the Coordinated Entry Organization in Clarity.
2. Click on the ACTIVE CE Enrollment.

Add CE Event "Referral"

1. Click Program level “Events” tab. 
2. Select “Referral to RRH project resource opening” 
3. Select Location of Crisis Housing or Permanent Housing Referral 
4. Select Referral Result  
5. Summarize in event note, optional 
6. Click Submit 

Create Direct Referral

Make Referral to SSVF Project (This is a notification to the Responsible Staff)  

1. Click “Referrals” Tab from the client record. You do not need an enrollment for this action.
2. Click “By Agency” "All " Availability.
3. Select the agency you are referring to from the “Agency” drop-down .
4. Select project from the list.
5. Click “Make Referral” .
6. Click “Send Referral” .
7. Click “Save Changes”.