Securely transfers appropriate client information to receiving agency, tracking all activity within the client’s record. Receiving agency gets a “good” referral, but can still accept or reject the new request with reason
Match client needs to services in other organizations, including aligning qualifications such as age, gender, veteran status, location and more
Tracks all referral activity with built-in workflow management sending reminders and alerts when actions are needed, allowing a referring or receiving agency to redirect a referral or take other actions
Services that meet qualifications and have capacity turned on are offered for selection
Alerts, messages and reports all used to close the loop with referring organization, further options offered.
Service providers maintain their service listings, including requirements and conditions; a single toggle turns capacity on or off at any time