Referring a Client for Services Or Benefits

A referral is an email which is sent to an external provider or agency, informing them that a client is in need of their services or benefits. The worker has the facility to create referrals for services or programs provided externally at any stage of the intake process. The worker may identify that the client would benefit from a particular service or program while going through the application or screening. There are also points in the process at which the system recommends services or programs based on information provided by the client, for example, when a triage is completed. The worker can create referrals to these recommended services and programs provided by external agencies.