Referral Dashboards

Overview

Referrals connect a person seeking services (Seeker) to the program that can meet their needs. Through referral dashboards and email notifications, the status of the referral can be shared with the Seeker , the person who made the referral (Navigator), and the program so that all parties involved know what happened with the referral, and follow up as needed.

Seekers may also connect directly to programs without the help of a Navigator.

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How it Works

Once the referral has been submitted, the Seeker and Program will receive a notification about the referral. Additionally, each party will have the referral information saved in their respective Referral Dashboard with the status of the referral.

Users can update the status of referrals through their dashboard. Regardless of whom updates the status, the updated status will be reflected in real-time in the respective dashboards.

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Seeker - Referrals For Me

To access referrals made for you:

  1. Login to your account.
  2. Under your account menu, select Referrals for Me.

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The Referrals for Me dashboard groups referrals by Programs you have Contacted, or by the Navigator who made the referral on your behalf.

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If you update the referral status, the status will also be updated in the referral dashboards of the Navigator and the Program.

 

Navigator - People I’m Helping

The People I'm Helping Dashboard allows Navigators to view profiles of the people they’ve helped. These profiles contain the Seeker's navigation history, including referrals the Navigator or their Team Navigation group has made on the Seeker's behalf.

To access referrals you've made on behalf of others:

  1. Login to your account.
  2. From the People I'm Helping menu, choose, People.
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  3. Select the Seeker's name to view their profile and manage their referrals.

When you update the referral status, it will also be updated in the respective Seeker and Program referral dashboards. No referral status update notifications will be sent.

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Who can see and interact with Referrals?

By default, the Navigator who made the referral can see the referral and update the status. If the Navigator is in a group with Team Navigation enabled, anyone else in that group may see the referral, leave notes on the referral, and update the status of the referral.

 

Programs - Inbound Referrals

Once a Program has claimed their program, they can see all of the referrals made to their program. To do this:

  1. Login to your account.
  2. From the Program Tools menu, choose, Inbound Referrals.
  3. Of the programs you've claimed, choose the program for which you'd want to see referrals.

The dashboard will display all referrals made to your program including the Seeker's contact information, information about the Navigator (if there is one), and the date of the referral.

In cases where the person selected “Don’t reach out” on the Connect form, the person seeking services' contact information will not appear on the dashboard. 

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From here, you can update the status of the referral. When you update the referral status, it will also be updated in the respective Seeker and Navigator referral dashboards.

If you update the status to one of the following options, the Seeker will receive a referral status update notification:

  • For “Needs seeker action” → "they need more information from you to move forward"

  • For “Couldn’t contact” → "they tried to contact you, but couldn’t reach you."

  • For “Not eligible” → “you are not eligible for their program.“

  • For “No capacity” → “they can’t provide services for you because their program is full.“

  • For “Couldn’t get help” → “they can’t provide services for you at this time.”

NOTE: If the Seeker selected “Don’t reach out” on the Connect form, the Seeker will not receive a referral status update notification.

 

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