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 have the highest ratings in the industry.

• Cut the operator learning curve. A clear, step-by-step interface leads new users easily through the Referral landscape.
• Create as many fields as you want. Organize them on any number of screens. Referral lets you configure unlimited custom client fields per screen— with no limit to the number of screens. Plus, you can create an independent collection of screens for caregiver fields. Plus multi-field and multi-screen configurations for follow-ups and inquiries.
• Display custom operator prompts, styles guides, and help files to guide new 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 and when they should be entered. You can set your "must-get-right-away" fields to be required during the call. You can set "must-fill-in-later" fields to be displayed as ticklers before the record can be saved as complete. Configure required fields that operators can tag as "Intentionally Left Blank."
• Maximize reporting while assuring HIPAA compliance. Data fields can be designated as identifying or non-identifying. When you designate a field as non-identifying, you make it available for demographic reporting— without compromising client confidentiality.
• Support teamwork without compromising security. Configure role-bassed permissions; fields can be private or shared within subgroups inside your organization. That means specialized units in your office can work with their own unique set of data fields not seen by anyone else.
• Ensure uniform data. Referral lets you create a custom pick list for any client or caregiver field to ensure your data is entered consistently.
• Determine your own field formats. Date, phone number, numeric check box. You can apply predefined field formats to any client or caregiver field to get consistent data results.
• Save time with default values. Are some fields filled in with the same value over and over? Referral makes it easy to set a default value for any field.
• Track caregivers independently from clients. Now you can support one-to-many relationships by configuring separate client and caregiver tables, each with a unique field structure.
• Set caller preference items and get prioritized results. You can set preferences for accessibility, languages spoken, payment options—there's no limit to the number of preferences you can set to prioritize your search results.
• Merge duplicate client or caregiver records. Referral gives you the match and merge ability to find and merge duplicate client and caregiver records.