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Community Outreach Team Meeting Notes

Community Outreach Team Meeting Notes

Staff Attending:

Dev Team COT Team

@Harshit Dave @Nikhil Balasubramanyam (Deactivated)

@Shanthi Bhagyalekshmi @Tara Pitts

@Komal Patel @Viraj Pawa (Deactivated)

@Kallol Mahata

Meeting Purpose: Identify more effective methods to assist in helping Partner agencies close out open referrals.

Meeting Agenda

Items

Staff/Team

Notes

Items

Staff/Team

Notes

Current open referrals summary

COT open referral efforts

Tara

Bryan

  •  

COT Open Referrals Goal

Reduce Total Open Referrals by X%

  • Legacy Community Health - 1 

  • Houston Food Bank - 1a 

  • Texas Children’s Hospital - 2

Bryan

  •  

Technology Help - Dev Team

  • Could some of these go out as automated notification (e.g. referrals completed, but just not updated on the platform)?

  • Allow the system to correctly capture the response from emails (look into LCH email rules to make sure the correct email id is being used).

Dev Team/Kallol

  • Legacy Community Health, for meeting, ask:

    • Are HASI volunteers checking for the referrals received, and can they see them (ask William at meeting)?

    • Is someone responsible for this, and do they have access to it?

    • Reference: Emails are going to info@legacycommunity health.org

 

  • Issue: Open e-referral screen is not properly retrieving the referral records from the database

  • Questions for data team:

    • What numbers or reports are driving the counts on the dashboard?

      • The CRX dashboard shows more received referrals for Legacy than the CC does.

    • Dashboard: What constitutes N/A on the received referrals dashboard?

  • Houston Food Bank (for meeting), ask:

    • One way referrals are submitted from TCH to HFB, and not reciprocated.

    • We can discuss about the received and sent referrals at meeting.

  • Other Items

 

The CRX Dashboard

  • Over the last 3 months and 6 months, (starting on 2/14/22). These are the only agencies that have SENT referrals (numbers shown below are pending referral counts):

    • TCH - 350/477

    • HHS/Acres Homes -124/124

    • HMH Community Benefits - 16/16

    • Legacy Health 2/28

    • CRX Public Access - 40/40

 

Next Steps/Action Items:

 

 

@Bryan Bolton (Deactivated) Questions for data team:

@Mengjia Zhou What numbers or reports are driving the counts on the dashboard?
@Mengjia Zhou What constitutes N/A on the received referrals dashboard?

 

@Tara Pitts @Viraj Pawa (Deactivated) @Nikhil Balasubramanyam (Deactivated)

For Legacy Community Health meeting, ask:

Are HASI volunteers checking for the referrals received, and can they see them (ask William at meeting)?

Is someone responsible for this, and do they have access to it?

 

 

 

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