Automated tracking and reporting on all touch points from referral through intake and placing a client in services

Schedule A Demo

Referral and Intake Module

Automated tracking and reporting on all touch points from referral through intake and placing a client in services. Internal and external referrals can be monitored while all case and client data are collected and recorded. Processing multiple validation steps prior to automatically placing the client and updating data.

Features include:

  • Recording referral sources and status
  • All relevant client demographic data collection
  • Quick Add feature for quickly adding a new referral and client
  • Record extensive referral data for clients, cases, related placements
  • Comparison and validation of current data for internal referrals
  • Business process support using internal approvals and acceptance prior to placement
  • All referral, placement and outcomes data available for reporting on sources and activity