Provider Portal | Closed-Loop Referral

Provider Portal | Closed-Loop Referral

“Better Together.” When organizations collaborate on coordinated intake and continuums of care, more people are served and outcomes improve. Don’t allow technology barriers to prevent your community contact center from being a key player in these projects — iCarol has solutions to empower you to play a vital role in these community initiatives.

iCarol’s Provider Portal feature enables you to document intake forms or referrals and send them directly to your partners at Community-Based Organization in a secure portal. These referrals to Providers are viewable in your ReferralQ dashboard along with available status updates and notes from the Providers as the client receives services, enabling a Closed-Loop Referral process.

two men wearing volunteer tshirts sitting with a third man on a couch reviewing documents together

Learn Community Partnership Best Practices

Do More Together: A Guide to Collaborations

Download

Need help getting started? iCarol has 20 years of experience helping organizations like yours connect and build relationships with other community service providers through our software solutions and industry expertise. Download our free guide to learn more about how to start collaborating with partners to build a cohesive continuum of care and and address Social Determinants of Health.

Download the Guide

With Provider Portal You Can:

Invite Connections by Text, Chat, and Web Form

When you use iCarol, you have access to a wide range of communication options with your community, meaning you can reach even more people.

Consumers can connect with you not just by phone, but by SMS/Text, Web Chat, or submit a Public Web Form to complete intakes or inquiries for services.

Complete Initial Intake and Documentation

Document your interactions while collecting necessary data for intake. Once complete, you’ll submit the record and send it to the secure Provider Portal to await action from your community partner.

Track Progress

When a consumer’s information is sent to the provider, they’ll receive notification and log into their secure portal to view the information.

Providers will make direct updates to your client’s status and other information from their Provider Portal, and these updates will be immediately available to you in your iCarol system. This achieves the closed-loop referral process that is becoming a common mandate for contact centers and coordinated intake providers.

Run Reports and Prove Your Value

Using a number of different reports available in iCarol, or by exporting your data, you have the power to show who was helped, how long it took them to receive services, outcome information, and much more. These key pieces of information will show the value your organization is providing to the community, and ensure your warm referral partnerships continue to grow and receive adequate funding.

Follow-up, Outcomes, and Quality Assurance

As the organization who initially helped the consumer and coordinated their entry into other services, you retain access to their initial intake information and documentation. You can continue to follow-up with the client, and receive their feedback through surveys and other tools using iCarol.