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 or caregiver data you need, this Web-based application can accommodate you.
Unlimited, unrestricted custom fields; a step-by-step interface; your own best-practice script, help and style guide displayed—newbies and volunteer staff can jump right in!
Not only that: Referral's Web base gives you access to both client/caregiver data and resource records across your service area. So now larger and smaller 211s can cooperate to provide 24/7 coverage, with full access to client/caregiver case logs and prior inquiries throughout the network. Plus, those shared client/caregiver records help you keep track of clients who move to or receive care in other parts of the coverage area.
With Referral, disasters need no longer shut you down: Web hosting means 211 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.
Organizations that want more freedom to customize and fewer limitations choose Referral. With this chart, you can see at a glance why that is.
| Referral Features | Referral Exclusives | Referral Originals | Meat & Potatoes |
|---|---|---|---|
| Reduce the learning curve for new users with a step-by-step interface | X | ||
| Configure unlimited caregiver screens, with unlimited custom fields per screen | X | ||
| Create an operator prompt for any client or caregiver field—the operator's mouse-over displays your best-practice script | X | ||
| Configure any client or caregiver field as either required before proceeding or to display as a tickler before the record can be saved as complete | X | ||
| Meet HIPAA requirements without sacrificing reporting, by designating any client or caregiver field as identifying or non-identifying | X | ||
| Provide subgroups within your organization with access to private or shared field collections | X | ||
| Create unique field collections for sub-groups in your office, which only they can see | X | ||
| Configure unlimited custom client fields per screen—with no limit on the number of screens | X | ||
| Create a custom pick list for any client or caregiver field | X | ||
| Apply predefined field formats to any client or caregiver field, e.g. date, phone number, numeric checkbox, etc. | X | ||
| Set a default value for any client or caregiver field | X | ||
| Permit one-to-many relationships between caregivers and clients by configuring separate tables, each with a unique field structure | X | ||
| Search with feature preferences in unlimited categories: accessibility, languages spoken, payment options, and any others you choose | X | ||
| Customize "nag" features to control when fields must be filled in before a call is completed | X | ||
| Choose to navigate without a mouse | X | ||
| Print or email referrals to providers and callers/clients directly from the program | X | ||
| Link directly to agency Websites from within search result sets | X | ||
| Enjoy excellent security, with four categories of permission for each client or caller field—plus options to restrict record deletion privileges | X | ||
| Assign follow-up tasks within any call session | X | ||
| Give your client/caller screens whatever names you like | X | ||
| Include up to five custom fields in each call record, facilitating a one-to-many relationship between clients and calls | X | ||
| Control call timing with a Pause feature | X | ||
| Filter results by county with the Find by Agency Name or Program Name option (including aka names) | X | ||
| Broadcast message alerts | X | ||
| Choose from a variety of search parameters: taxonomy category, keyword, geographic area, and any number of desired features, such as wheelchair access, languages spoken, etc. | X | ||
| Track unmet needs, problem/needs and outcomes from your pick lists, and add optional comments for any call | X |
"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
Copyright © 1998 - 2008, North Light Software, Inc. All rights reserved.
Resource House is a trademark of North Light, Inc.
All other products mentioned are registered trademarks or trademarks of their respective companies.
