PROCESS-BASED REFERRAL & ADMISSION

  • Handles referral and In-take data collection in either a centralized environment or at the program level at any location.

PRESENTING PROBLEMS & NEEDS ASSESSMENT

  • Extensive problems/needs assessment at the intake level automatically by application.
  • Links indicating the status of application and requirements on the single screen

MULTIPLE PROGRAM RECOMMENDATIONS & ENROLLMENTS

  • Handles multiple referrals per individual & Program level.
  • Maintain a history of past referrals and program recommendations.

INTERNAL & EXTERNAL REFERRAL MANAGEMENT

  • Documents referrals to an external or internal source, complete with a corresponding reason(s) for the referral.
  • Documents problems related to outside referrals & follow-ups on single screen.

REFERRAL SOURCE

  • Maintains referral source listings, complete with the ability to record unlimited contact names per referral source.
  • Links referral source to individual agency programs.
  • Flags referral sources as internal or external.

REFERRAL STATUS TRACKING & MANAGEMENT

  • Tracks referrals with “pending” status.
  • Easily stores and manages waiting lists for each Grant or Program.
  • Offers the ability to track and manage each referral status separately.

SUPPORTING DOCUMENTATION

  • Records and tracks key client variables. Scan all supporting document for each client application.
  • Captures important demographic information at the beginning of each process.
  • Records family members and collateral contacts for referred clients.
  • Tracks current and historical medical history.
  • Classifies referral priorities (i.e. urgent, emergency or routine).

ONLINE CALENDAR

  • Schedule every appointment, follow-up directly from case management screen.
  • Create agency wide event on calendar with participant tracking