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ReferralQ and Capacity Tracking

Helplines, contact centers, and other human service organizations are being asked to expand their scope to go beyond providing information and referral during a single interaction. They now must often track whether the help seeker successfully received assistance from referred organizations, if their needs were met, or they still need help.

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.

With ReferralQ you can:

    Document interactions and collect data on demographics, needs, referrals made, Social Determinants of Health (SDOH) and more.
    Assign a help seeker to one or more wait lists or queues for services to meet their needs
    Create a profile for the help seeker to better manage ongoing or long-term needs
    Update a person’s wait or queue status with the programs from which they’re waiting to receive services
    Track how long someone has been waiting for services
    Prioritize which help-seekers need attention first, determined by your own internal business practices
    Address multiple Social Determinants of Health (SDOH) within a single interaction
    Follow up with the help seeker throughout the process to track progress and ensure success and satisfaction
    Report outcomes to funders, stakeholders, and community partners
    Share referrals, client information and data with partners using a number of methods and formats
    Work more closely with Community-Based Organizations (CBOs)
    Measure community needs
    Identify service gaps

These tools allow organizations to participate in No Wrong Door initiatives and to work with healthcare organizations, which removes barriers to accessing services while reducing client stress, and improving and bringing efficiency to the service delivery process and healthcare outcomes.

ReferralQ can be used for a variety of services and scenarios, including:

  • Shelter Placement
  • Rapid Rehousing
  • Homelessness Transition Programs
  • Crisis Stabilization Services
  • Financial Assistance
  • Child Care
  • Enrolling in seasonal programs (holiday meals/toys, tax assistance)
  • And more

Do you want your CBO partners to have more direct input and access to your ReferralQ?

Take these partnerships to the next level by adding on the Provider Portal feature. The 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. You must be subscribed to ReferralQ to use the Provider Portal. Learn more.

For more information please contact us!

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