• 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.

No other database management system can offer you these uniquely flexible, intelligent, convenient options.

• See all provider changes at a glance. You can accept or reject provider input at will. Item by item.
• Know the context of every change. Data Manager highlights all provider changes—in context, within their respective records.
• Compare before and after values. With the before and after values of every change clearly displayed, you can easily select the one you want.
• Know what's missing. Changed your mind? No problem. All deleted information shows up clearly.
• Get instant taxonomy help. Not only does Data Manager offer built-in taxonomy coding helpers; it even suggests codes based on other programs with similar names.
• Give your community unprecedented access. Only Data Manager can translate professionally oriented service descriptions into fifth grade English—or, if you prefer, leave them as is for service providers.
• Include everyone. Do you serve a Spanish speaking community? Hmong? No problem. Data Manager stores resource data in any number of foreign languages.

Public Portal is a powerful, accessible gateway for the public, caregivers and providers. This user-friendly Website makes it easy for even relatively unsophisticated users to find and view up-to-date information about your programs and services.

• Special Editions for specific target groups. Seniors, youth, disabled—any group can now have a dedicated site linked directly from your Public Portal home page. Set up your own graphics, designated "hot topics," special alerts, unique Take Me To links and suggested keywords for each Special Editions page.
• Geography made easy. Public Portal's sophisticated features let users calculate the distance from home (or any other address) to providers; perform statewide searches; and even drop result sets onto a Yahoo map!
• Google-style searches paired with taxonomy results. Only Resource House combines the popularity of Google-style keyword searches with taxonomy-clustered results. Other products lose the advantage of your staff's meticulous taxonomy coding. We add links to the top taxonomy terms inside each result set, so users can quickly focus on precisely targeted results. Result sets can be sorted by language, accessibility and even proximity. Built-in shopping carts let users save Websites, resources and tips to a personal home page.
• And that's just the beginning. With immediately usable tips and much more, Public Portal gives both your community and your providers more access, more options and more substantial support than any other public human services Website around. Click the "Compare Features" tab for even more exclusive and specialized features.

Not only does Provider Portal shift data entry tasks to the providers themselves; it lets providers edit their information directly, without cumbersome change requests. At the same time, you can review all changes in context, with before and after values at your fingertips.

Only Provider Portal from Resource House makes updating information this simple and secure.

• Control input and output. Provider Portal generates a summary of changes, and puts you in charge of accepting and rejecting. Changes are highlighted within their respective records, and all deletions are displayed, too. So you can tell at a glance what you want to keep or restore. Before and after values make decisions even easier.
• Incorporate consumer reviews. ... or reject them. Simply activate the consumer review feature, then select the input you want to display on your Public Portal.
• Encourage sensitive inquiries. Provider Portal lets your Public Portal users query providers anonymously, eliminating barriers to inquiries on stigmatized topics.
• Compose your own tip sheets. You can compile helpful information on any taxonomy code—then display it on your Public Portal consumer site.
• Give providers direct access. Unique IDs and passwords give providers direct editing access to their own information (and only their own).
• Make it easy for them. When providers log in, they can see everything you have stored about their respective agencies and services.
• Stay current—really current. Bed counts, volunteer opportunities, job openings, any real time unit of service: providers can update these and other changeable data on the spot.
• Let Provider Portal track and prompt updates. Provider Portal emails providers automatically when it's time for them to update their records.

Winner of the 2007 National Family Caregiving Technology Award from the National Alliance for Caregiving!

Put the power in their hands. Coping with major life issues requires skill, experience and careful thought. All of these come together in Resource House's self-guiding Resource Advisor, giving individuals the power to create custom plans for themselves, relatives or friends.

• Educate your community. As users respond to questions, Resource Advisor links their answers to taxonomy terms, then generates a list of appropriate local services. Users often discover service categories they wouldn't otherwise have known to look for.
• Adapt the language to the individual. Once the Resource House Resource Advisor establishes who the plan is for, it refers to that person by name or designation in all subsequent questions—e.g., "Amy," "your father" or "your sister."
• Guide users to services, documents, tips and Web links. Resource Advisor is robust enough to accommodate a range of helpful resources, including other Websites, tip sheets, PDF documents and lists of services in the local community.
• Let users create and save their own personal plans. All selected services, documents, tips and Web links go into the user's plan. Then the plan can be output as a PDF file for printing or emailing to others.
• One user can have many plans. There's no limit on the number of care plans a user can create and maintain. Caregivers or professionals who manage more than one care recipient especially appreciate this feature.
• Configure tools to fit your preferences—and your database. Questionnaires are designed to link questions and answers with taxonomy topics in your database.

Report from Resource House gives you the most powerful tools in the world of human service reporting. A glance at these features will show you why.

• Automatically integrate your custom fields. When you create custom fields; you can use them to collect data from Referral; then drop them into any report. You can even filter or sort report data using your own custom fields.
• Let Report simplify the process. You’ll find ad-hoc report creation intuitive thanks to our wizard-driven process.
• See your results in three-dimensional color. Colorful, three-dimensional charts add impressive substance—and clarity—to your reports.
• Put summary data where you can see it. Create dashboards in a snap with Report’s intuitive tools.

Like all Resource House applications, Directory is designed to work the way you do. These leading-edge features are just a sampling of how this versatile program neatly removes the hassles typically associated with directory publishing.

• Prepare ready-to-publish directories with unprecedented ease. Directory spares you time and aggravation, while delivering clear, crisp, current publications directly from your resource database.
• See the latest resource information—every time. Once you’ve created a topic-based directory, it will display up to date information each time you run it.
• Save any directory as a fixed provider list or a single search criteria set. Don’t let your application dictate how you want your directory configured.
• Choose agency-based or topic-based directories. Directory comes with dual options built in.
• Determine your own fonts, headers, footers, and fields. It’s up to you how your directories will look—and what they’ll include.
• Customize field names displayed in a directory. Your database of providers is unique. No need to settle for formulaic field names.

Like all Resource House applications, Directory is designed to work the way you do. These leading-edge features are just a sampling of how this versatile program neatly removes the hassles typically associated with directory publishing.

• Prepare ready-to-publish directories with unprecedented ease. Directory spares you time and aggravation, while delivering clear, crisp, current publications directly from your resource database.
• See the latest resource information—every time. Once you’ve created a topic-based directory, it will display up to date information each time you run it.
• Save any directory as a fixed provider list or a single search criteria set. Don’t let your application dictate how you want your directory configured.
• Choose agency-based or topic-based directories. Directory comes with dual options built in.
• Determine your own fonts, headers, footers, and fields. It’s up to you how your directories will look—and what they’ll include.
• Customize field names displayed in a directory. Your database of providers is unique. No need to settle for formulaic field names.