Certain resources can now be contacted directly through the app allowing you to close the loop on referrals without any additional effort! 🎉
While logging a referral to one of these resources, you will have the option to send that request to the organization via email, along with limited details about your client.
Organizations that can be contacted will now show a Log Referral & Contact button on their resource site. Organizations can be contacted if they have an email on their resource site and if the services they offer do not contain PHI. These can include services related to Education, Transportation, Food, Housing, Employment and more.
You can log the referral as you normally would and have the optional step of contacting the organization.
If you choose to contact please have your client consent they are comfortable with their information being shared with the organization.
If you have chosen to contact the organization, we will send an email containing information about the referral and client to the receiving organization. The organization can then either accept or decline the referral, and add additional notes if they choose to. If they accept/decline a referral, you will receive a status change notification. If they add additional context you will receive a notification that a note has been added.
The referral status will change automatically if the organization clicks to accept or decline the referral
If they accept the referral: The referral status will change to 'In-Progress'
If the decline the referral: The referral status will change to "Canceled' with the reason for cancelation
If the referral is accepted, the receiving organization has another opportunity to update the referral.
If the referral is accepted, an additional email will follow three days later, and the receiving organization may update the referral to provide more details to the referral sender. This email is similar to the first but has four options:
Clicking any of the four buttons above takes the receiving organization to a page where they can provide additional context. If the referral remains open at this point, the same email will be sent out one week later, giving the receiving organization the opportunity to update the referral again.
Yes, services are in progress: The referral status changes to In progress
Yes, the client received services: The referral status changes to Completed
No, client declines services at this time: The referral status changes to Cancelled with the reason Client declined
No, services unable to be provided: The referral status changes to Cancelled
Although an email has been sent to the organization, it is still best practice to contact the organization outside of the site in order to connect your client to their program.
For resources that only show Log Referral, these organizations cannot be contacted - you will still need to share the resource’s information with your client, by either downloading a PDF or sending a text to them through the site, after logging the referral.