Referral's Meat & Potatoes

With all those innovations, you’d think there wouldn’t be any room for the basic features you expect in a referral system. But you can rely on Referral to deliver on the fundamentals—with the same intuitive acumen we’ve built into its many advanced functions.

• Navigate mouse-free. If you'd rather use your keyboard to navigate, Referral is happy to comply.
• Generate instant referrals.You can print or email referrals to providers, clients and other callers directly from the program.
• Jump to agency Websites for even more information. Search results include direct links to agency Websites so you can browse them in a separate window.
• Trust our comprehensive security options. Referral's security system offers four permission categories for each client or caller field—plus the option to restrict record deletion privileges.
• Keep on top of staff follow-ups. Operators can create follow-up tasks within any call session. Supervisors can monitor staff follow-ups.
• Customize your screen names. You get to choose your own names for all client and caregiver screens—and for all client and caregiver fields.
• Allow one-to-many relationships. With up to five custom fields for each call record, you can track unique call data each time a client calls.
• Monitor call timing. All calls are timed automatically. Referral's Pause Timing feature ensures accurate reporting.
• Filter name searches by county. The Find Agency or Program by Name option lets you filter results by county.
• Broadcast group messages. Referral includes a dependable message alert system.
• Search for it your way. We give you flexible ways to search: taxonomy code, keyword, geographic area. And you can add any number of search features, such as wheelchair access, languages spoken, etc.
• Customize your unmet needs, problems and outcomes. Create your own lists of problems, unmet needs or outcomes to track. Operators can add optional comments to any problem, unmet need or outcome selected.