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Big Feature Announcement: ReferralQ, Capacity, and Provider Portals

We’re very excited to announce that iCarol is adding some brand new, big  features to our software on August 19!

ReferralQ

ReferralQ and Capacity Tracking enables you to document and track your partner Community-Based Organization’s (CBO) capacity to accept referrals, and update a help-seeker’s status as they work with your partner so you can obtain valuable outcome information. You’ll be able to:

    Assign a help seeker to one or more wait lists/referral queues for services to meet their needs
    Update a person’s wait list or queue status
    Track how long someone has been waiting for services
    Prioritize which help-seekers need attention first, determined by your own internal business practices
    And much more!

Learn More about ReferralQ

Provider Portal

If you subscribe to ReferralQ, you’ll have the option to add on a Provider Portal. TThe Provider Portal complements ReferralQ by inviting your CBO partners secure, direct access to view and update authorized ReferralQ information. With the Provider Portal your CBO partners can input their program’s capacity to take referrals, obtain Contact Record or Intake information about the help-seekers referred to them, and update the status of a referred help-seeker as they work with the CBO. They can:

    Obtain and review the referrals you made to them from wait lists
    Input live updates on their program’s capacity
    Update the statuses of referred help seekers

Learn More about Provider Portals

The wire frame below illustrates an example workflow for organizations that may wish to use ReferralQ and the Provider Portal.

wait list capacity and provider portal wire frame

These features are coming to iCarol in Q4 of 2020, but now is a great time to ask your questions and talk to us about using these features at your organization!

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iCarol

iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more...

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