Referral's Innovations

Other systems have tried to imitate Referral's flexibility and ease of use. None have surpassed it. When you read through the list below, you'll see why the Resource House solution continues to earn the highest ratings in the industry.

• Work from anywhere. Referral is a Web-hosted application, which means you can log in from any Internet browser. So now illness or disaster needn’t shut you down.
• Forget about backups. With "cloud computing," your storage and backup worries are over. You also save money on IT costs and reduce your equipment needs. Referral stores all your client and inquiry data in a HIPAA-compliant hosting facility, where it’s routinely backed up.
• Create as many fields as you want. Organize them on any number of screens. Referral lets you configure unlimited custom fields per screen—with no limit to the number of screens. Plus, you can create independent collections of screens for inquiries and follow-ups. Want a survey to use only during follow-ups? Add it to your follow-up collection.
• Display custom operator prompts, style guides, and help files to guide staff through calls. Training new staff? Referral displays your own best-practice script for operators to recite during the call.
• Determine your own call procedures. You decide which data fields are required. Referral will automatically bundle up and display any incomplete required fields as ticklers before the record can be saved as complete. You can also configure fields to be required only under certain circumstances, such as when certain other fields have a specified value.
• Support teamwork without compromising security. Configure role-based permissions. Fields can be private or shared within subgroups, so specialized units inside your organization can work with their own, unique sets of data fields not seen by anyone else.
• Ensure uniform data. Referral lets you create a custom pick list (single or multi-selection) for any client field to ensure your data is entered consistently.
• Determine your own field formats. Date, phone, currency, text, numeric, checkbox … you can apply predefined field formats to any field to ensure consistent reports.
• Save time with default values. Are some fields filled in with the same value over and over? Just set a default value. Referral makes it easy!
• Track caregivers independently from clients. Support one-to-many relationships by configuring separate client and caller tables, each with a unique field structure.
• Filter search results based on client preferences. View only the services that match the client’s preferences. Payment options, language spoken, accessibility requirements—there’s no limit to the number of preferences you can use to filter your search results.
• Automatically filter results by client demographics, e.g. gender, age
• Filters can be automatically generated from data you enter in the client form. You can easily back off any filter to broaden results.