Referral Dashboards

Overview

Referrals connect a person in need to the program that can serve them. Through referral dashboards and email notifications, the status of the referral can be shared with the person being referred, the person who made the referral, and the programso that all parties involved know what happened with the referral, and follow up as needed.

Users may also connect directly to programs without the help of others.

 

How it Works

Once the referral has been submitted, the person seeking services and program will receive a notification about the referral, and each party will have the referral information logged in their respective Referral Dashboard with the status of the referral.

Users can update the status of referrals through their dashboards. Regardless of whom updates the status, the updated status will be reflected in real-time in the respective dashboards.

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Helper - People I’m Helping

The People I'm Helping Dashboard allows people making referrals on behalf of someone else (Helpers) to view profiles of the people they’ve helped, to which programs they’ve referred them, and manage the status of those referrals.

If the Helper updates the referral, the status will also be updated in the Seeker and CBO referral dashboards. No Referral Status Update Notifications will be sent.

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Who can see and interact with Referrals?

By default, the Helper who made the referral can see the referral and update the referral status. If the Helper is in a group with Team Navigation enabled, anyone else in that role may see the referral, leave notes on the referral, and update the status of the referral.

 

Seeker - Referrals For Me

To access referrals made for you, users can login to their account. Under your Account, you will see a menu option to view their referrals.

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Your dashboard will show referrals made by different people who have helped you, or yourself.

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When you click on the name of the person who made the referral on you behalf, you can view all of the places they have been referred by that person and update the status of the referral.

If you update the referral, the status will also be updated in the referral dashboards for the person who made the referral, and program. It will also send an email Referral Status Update Notification to the the person who made the referral.

 

Programs - Inbound Referrals

Once a Program has claimed their program, they can log in and see all of the people who have been referred to their program by accessing their Inbound Referrals.

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From here, the program can update the status of the referral. If the program updates the referral, the status will also be updated in the referral dashboards of the person seeking services, and the person who made the referral (if there is one). If additional information is needed for the program to provide services, updating the status will will also send an email Referral Status Update Notification to the person seeking services and the person who made the referral (if there is one), so they can follow up. 

In cases where the person selected “Don’t reach out” on the Connect form, the person seeking services' contact information will not appear on the dashboard. If the program updates the status, no Referral Status Update Notification will be sent.

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