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.
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 | Standard Features |
|---|---|---|---|
| Create an operator prompt for any client fields—toggle between prompts, help and style guide—prompts displays your best-practice script |  |
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| Configure any client field as either required before proceeding or to display as a tickler before the record can be saved as complete | |
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| Meet HIPAA requirements without sacrificing reporting, by designating any client field as identifying or non-identifying | |
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| Provide subgroups within your organization with access to private or shared field collections | |
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| Create unique field collections for sub-groups in your office, which only they can see | |
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| Configure unlimited custom client fields per screen—with no limit on the number of screens | |
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| Create a custom pick list for any field | |
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| Apply predefined field formats to any field, e.g. date, phone number, numeric checkbox, etc. | |
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| Set a default value for any field | |
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| Automatically filter results by client demographics, e.g. gender, age | |
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| Search with feature preferences in unlimited categories: accessibility, languages spoken, payment options, and any others you choose | |
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| Customize "nag" features to control when client fields must be filled in before a call is completed | |
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| Link directly to agency Websites and to Google or Yahoo maps from within search results | |
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| Enjoy excellent security, with four categories of permission for each client or caller field—plus options to restrict record deletion privileges | |
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| Assign follow-up tasks within any call session | |
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| Give your client screens whatever names you like | |
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| Configure unlimited custom fields in each call record, facilitating a one-to-many relationship between clients and calls | |
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| Control call timing with a Pause feature | |
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| Filter results by county with the Find by Agency Name or Program Name option (including aka names) | |
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| 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. | |
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| Track unmet needs, problem/needs and outcomes from your pick lists, and add optional comments for any call | |
We've put together short demonstration videos highlighting Referral's top features. The tour includes:
"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
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