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Referral Management Tips and Support

Best practices for active referral management

Steven Ogando avatar
Written by Steven Ogando
Updated over a year ago

Each organization in the Network is responsible for maintaining its incoming referrals. We've come up with a few helpful tips to stay on top of all incoming referrals.

Bookmark WellSky Social Care Coordination

  • Add WellSky Social Care Coordination's login page to your bookmarks so you can access Clients and Referrals easily: 

Check Incoming Referrals Consistently

We recommend reviewing incoming referrals to your organization within 24 hours.

  • You will receive emails every time a referral is made to your organization. You can also view referrals made in real time to your organization on the Referrals tab by selecting Incoming.

  • Filter Referrals by statuses using the Status tab.

  • Tip: Review your notifications and reminders to ensure you are keeping up with your referrals. If you have left a referral inactive, you will receive a reminder message. If you are receiving too many notifications, learn how to update your Notifications and Reminders settings here!

Review, Assign, and Update Referrals for Completion

Change Referral Manager Assignment

If you would like to change your organization's referral manager assignment around, please get in touch with Support by the live chat box or emailing us at scc.support@wellsky.com. More info here.

Questions? We're here to help. Email us at scc.support@wellsky.com.

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