Coordinate Care with Organizations in your Network

Send, receive, and collaborate on referrals

13 articles in this collection
Written by Steven Ogando

Sending Referrals

Search for an In-Network Resource

Search for a resource in your Network that helps meet your clients' needs.

Written by Steven Ogando
Updated over a week ago

Send a Referral

Connect your clients to services they need

Written by Steven Ogando
Updated over a week ago

Bulk Referrals

Written by Steven Ogando
Updated over a week ago

Sharing Referral Information via Text message and Email

This feature will allow you to send referral and resource information to your clients when you create referrals for them

Written by Steven Ogando
Updated over a week ago

Client Sharing

How is Client information shared within

Written by Steven Ogando
Updated over a week ago

Accepting Referrals

Maintaining your organization on WellSky Social Care Coordination

How to request new accounts, new programs, and referral manager assignment changes.

Written by Steven Ogando
Updated over a week ago

Receive a Referral

Managing incoming referrals at your organizations

Written by Steven Ogando
Updated over a week ago

Assign an In-Network Referral

Connect referrals to appropriate team members

Written by Steven Ogando
Updated over a week ago

Private Resource Sites

Resource sites can be marked as private to limit referral visibility.

Written by Steven Ogando
Updated over a week ago

Provide Updates on a Referral

Log Actions and Change Referral Statuses

Written by Steven Ogando
Updated over a week ago

View and Manage Referrals Across Your Team

Keep updated on incoming and outgoing referrals on your team

Written by Steven Ogando
Updated over a week ago

Referral Management Tips and Support

Best practices for active referral management

Written by Steven Ogando
Updated over a week ago

Update your Resource Sites

Reflect accurate information on your organization's resource page

Written by Steven Ogando
Updated over a week ago