Referrals

Our basic package will help you finally
get your referrals and screening under control.

Prev Next
process customization

Organize your process the way you want it.

Significantly boost your referral management and intake processing speed and reliability so your team can shift resources to more impactful tasks, spending less time on computers and more with patients and alumni.

process customization

Collect only the information you need.

Significantly boost your intake processing speed and reliability so your team can shift resources to more impactful tasks, spending less time on computers and more with patients and alumni.

  • Custom questionnaires
  • Create checklists for each stage of the process
  • Know the exact status of every referral. See how long they’ve been there.

See information rise to the top so your team can make swift decisions.

It’s easy for vital information to get lost. Set your programs up for success by delivering them the information they need.

screening tools

eligibility

See information rise to the top so your team can make swift decisions.

It’s easy for vital information to get lost. Set your programs up for success by delivering them the information they need.

Gain a firm understanding of how your process is performing.

When it comes tour referral process — the lifeblood of your business — you can’t afford to be in the dark.

Get meaningful insights where it matters:

  • Process throughput (how long it takes for referrals to move through)
  • Rejection reasons
  • Conversion rates by service

stream chart

More Features

icon contact log 2

Contact Logs

Track your communication.

icon referral history 2

Referral History

View a person’s record of referrals and their results
icon attachments 2

Attachments

Store external records centrally
icon hipaa 2

HIPAA Compliance

Keep it all secure
icon ehr integration 2

EHR Integration

Easily move a person’s information to where it needs to go
icon payer tracking 3

Payer Tracking

Get insurance in order
icon audit logging check 2

Audit Logging

See who did what and when
icon roles 2

Custom Roles

Control visibilty
icon assignments 2

Custom Assignments

Configure locations, groups, sites, etc.