SUMMARY:
Three Options for Tracking Referrals
- Presumptive Eligibility / Prompted Referral
- Uses program eligibility rules to suggest referrals.
- Can stop or warn for enrollment if eligibility criteria aren’t met.
- Requires setup at the program level.
- Internal & External Manual Referrals
- Internal: Assigned to a staff member or a general department.
- External: Directed to an organization listed in the system.
3. A broad referral category can be used but lacks follow-up tracking.
Considerations When Choosing a Referral Method
- When should referrals happen during the client process?
- Do staff know where to refer clients (internal & external)?
- Should staff be prompted with a referral list?
- Are eligibility rules clear enough for automated referrals?
- Should a universal intake process be established?
Using the Referrals Tab
- Found in Enrollment Service Records and Non-Program Service Records.
- Allows staff to record multiple referrals and send emails.
- External referrals require organizations to be set up in Manage Organizations.
- General staff can be prioritized using a symbol (e.g., *Name).
Manual Referrals & Case Notes
- Entered in Service Delivery Forms or from the Home Dashboard widget.
- Adding a Case Note Category (e.g., "Referral Notes") helps track referral reasoning.
- Staff receiving referrals should check case notes before contacting clients.
Managing & Monitoring Referrals
- Home Dashboard: Referral widget shows status and details of assigned/made referrals.
- Manage Referrals: Accessible through Participants > Referrals for tracking.
- Advanced Reporting:
- Referrals Report: Tracks referral volume and household outcomes.
- Referrals - 125 Poverty: Analyzes referrals based on poverty level.
Referrals by Outside Orgs: Tracks external referrals to the agency.