Lobby

This article explains the functionality of the Lobby in HPA2 and HRS, detailing when cases enter the Lobby and how to manage them effectively. 

TABLE OF CONTENTS

• What is the Lobby
• Accessing the Lobby
• Managing Lobby Cases
• Actions Explained
  • Assign
  • Remove Case
  • Create New Client

What is the Lobby

The Lobby streamlines processes in HPA2 and HRS by eliminating system-led duplicate cases. Instead of creating a client record immediately, the Lobby generates a record that requires Local Authority users to decide wat action to take:

•    Assign: Link the case to an existing client record.

•    Remove: Discard the case entirely.

•    Create New Client: Generate a new client record from the case.

Note: HPA2 - New online self-referrals, DTR referrals, and third-party referrals are routed to the Lobby instead of appearing as unassigned cases on the dashboard. 
HRS - Cases created and completed by referral partners appear in the Lobby for Local Authority review.

Accessing the Lobby

The Lobby is accessible from the left-hand menu.

Managing Lobby Cases

By default, cases in the Lobby are listed in date order, with the oldest first.

1. Go to the Lobby and select the case
2. Click 'Assign lobby case' before starting any work on the case
3. Review for any potential matches for an existing client record, which includes a confidence rating
4. Choose an Action:

• Click 'Assign' to link the case to the correct client record
• Click 'Remove Case' to remove the case from the system
• Click 'Create New Client from case' to create a new client record if none of the matches are appropriate

Viewing Matches

Click on a client in the list to open their record for further review.

Note: The confidence rating is determined by comparing various fields such as name, date of birth, national insurance number, email address, and phone number. This rating helps assess the likelihood of a match.

Did you know: To compare data between the new case and the match, you may want to duplicate the window before proceeding so that you can compare them side by side.

Actions Explained

Assign

Use this option when the case matches an existing client. The new case will be added to the client’s record. In HPA2 if the client already has an open case, the new case will automatically be closed. In HRS the case will remain open regardless of whether they already have an open case.

Remove Case

This action permanently deletes the case from the system. It will no longer appear in searches, GDPR records, or reports. A confirmation pop-up will be displayed asking you to confirm before removal.

Create New Client

Select this option if the case does not match any existing clients, indicating it is a new client.