How do I create a profile for the person I’m helping?

Tier: Basic, Professional, Enterprise

Overview

Profiles are useful tools for keeping track of referral information, statuses and other details about a person looking for support.  A profile is automatically generated when a referral is sent or logged for an individual or Assessment has been completed on behalf of an individual. If your organization has set up a Launch Integration, this will also automatically generate a Profile, when you access your site through the integration.

A profile is visible to:

  • The person who completed one of the actions listed above on behalf of someone seeking services.
  • Other members of their group, if the person who completed one of the actions listed above on behalf of someone seeking services is in a group with Team Navigation enabled.
  • Programs who receive referrals to their program. This profile view only contains the information shared with them in the referral form. They can also see any referrals to any of their other programs for that same person.

Note

Profiles are not created for self-referrals or self-Assessments. Additionally Profiles are not created when you share a program with someone.

Sending or Logging Referrals

Referrals connect the person who needs help, the person who made the referral, and in many cases the program that received the referral. Allowing them to work together to update and track the progress of the referral.  A Profile is automatically generated when a referral is sent or logged on behalf of an individual. Details about the referral and the status of the referral will also be visible in the Profile, in the Navigation History section. 

Learn more about sending and logging referrals here: Sharing Resources and Getting Connected.

Completing an Assessment

Note

Assessments are an optional feature available to Professional and Enterprise customers.

A Profile is automatically generated when an Assessment has been completed on behalf of an individual. Assessments can be added onto the search experience to help assess multiple areas of need at once for a person in need. They can be made accessible to all staff to complete on behalf of someone they are helping, and/or to the person looking for support to complete on their own. Once the Assessment is completed and submitted, a list of programs that address the needs of the person seeking support is provided. 

Learn how to complete an Assessment here: How do I complete an Assessment

Integration

Note

Integrations are an optional feature available to Enterprise customers.

Findhelp makes it straightforward to integrate our resource network and referral workflows into your existing system of record for care management, including leading electronic health records and care coordination platforms. With our integration options, you can create a seamless experience for users who want to search for community resources and make referrals on behalf of individuals without leaving the platform they use every day. 

Learn how more about integrations here: Integrations Overview.

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