What We Offer

Woman with laptop computer and wireless phone

Resource House Product Suite

Products

Help & Support

Collaborative Tools

System Requirements

Accessibility Standards

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.

Acclaim for Referral

Referral users are happy to spread the word. Here’s just one of the many plaudits we’ve received for this versatile application.

"We appreciate Resource House's ability to combine client tracking and service referral functions in one database.

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


Back to top of page


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.