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Referral

You should be the one to dictate how things are done—not your Information and Referral software. That's why Resource House's Referral sets the standard for customization and flexibility. No matter what kind of client data you need, this Web-based application can accommodate you.

Unlimited, unrestricted custom fields; automatic demographic filtering; your own best-practice script, help and style guide displayed—newbies and volunteer staff can jump right in!

Not only that: because Referral is web-based you can share both client and resource data across your service area. So now larger and smaller I&Rs can cooperate to provide 24/7 coverage, with full access to case logs and inquiries throughout the network. Plus, those shared records help you keep track of clients who move or receive care in other parts of the coverage area.

With Referral, disasters need no longer shut you down: Web hosting means I&R staff can work from home if necessary. (This handy home-based option can also reduce office expenses.)

Read on for still more versatile, savvy Referral features.

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.

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Customize your screen names. You get to choose your own names for all client and caregiver screens—and for all client and caregiver fields.

Next: Compare Features>

referral Video Tour

We've put together short demonstration videos highlighting Referral's top features. The tour includes:

  1. Sign-In and Home page
  2. Launch a New Inquiry
  3. Custom Scripts, Styles, and Help
  4. Launch a Search
  5. Search by Problem Need
  6. Search by Taxonomy
  7. Search by Provider
  8. Search by Keyword
  9. Filtering Search Results
    and much, much more!

Client Quotes

"Our staff has found that they can manage high call volumes and track ongoing cases effectively because of the various ways Referral lets us sort calls—incomplete, complete, by week, by month, etc. Being able to set follow-ups is another big boost to efficiency."

Pam Zimmerman

Senior LinkAge Line, Metropolitan Area Agency on Aging, Minnesota

Screen Shots

Referral Screen Shot. Click to view a larger image in a new browser window.