If your programs accept referrals from external partners or between programs within your organization, or if you want a consistent process for collecting essential client data, this package helps you do both with a flexible, customizable format.
Standard Components
One external-facing form that allows partners or staff members to refer a potential client — either as a first-time referral to your organization or as a referral from one program to another.
A standard process for staff to process referrals as they come in, and to track the outcomes of referrals.
One internal-facing intake form for programs serving individuals. This form allows staff to consistently collect standard biographic and demographic details and includes a robust list of standard fields that can be toggled on or off during your implementation (race, ethnicity, gender, address, etc.).
One internal-facing intake form for programs serving families or programs that need to gather household-level information, including biographic and demographic details on each individual in the household. Also includes fields that can be toggled on or off (household annual income, number of children under 18, etc.)
Intake automations to deduplicate individuals and households as data comes into the system.
Customizable Components
Extend each form with up to 10 custom fields to collect data unique to your organization.
Set up customizable intake alerts and reminders for your team so referrals turn into follow-ups more quickly and efficiently.
Customizable processes to prompt case managers and other team members to update intake details regularly, so you know when someone moves, changes jobs, etc. during their time with your organization.
