Referrals in empowOR

SUMMARY:

Three Options for Tracking Referrals

1. 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.
2. 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.