CorrectTech Referral Management Module

Referral Management

What does this mean for you?

We have solved the paperwork and data continuity issues for agencies that capture information, evaluate and make accept/reject decisions regarding their incoming clients. Separate filing systems for referrals is a thing of the past! Better yet, you can produce annual Referral Reports at a touch of the button.

  • Assemble and store full client profile information and never have to reenter the same information.
  • Gather client data, assessment results and required intake documents before a client shows up for intake - greatly simplifying and streamlining on-site intakes.
  • Easily see and review referred clients to aid in the accept/reject decisions.
  • Improve decision making on referral accepts/rejects by tying referral data directly to actual placement data and termination results.
  • Produce year-end referral reports easily. Produce monthly reports... because it is easy!<

Here's how CorrectTech makes it happen:

Referral Management gives intake specialists and their management team easy access to all of the critical information required for accept/reject decisions. The Document Center, Assessments and the Global Data Manager work together with the Referral module for consistency and a fully featured referral system.

  • Assessments and required documentation are stored with the referred client file.
  • All data gathered during a referral are automatically moved with the client file to their active placement upon intake.

  • All data gathered for a single referral are kept for future reference. A new referral on the same client is a different referral instance, but is linked to the same client.
  • Information and required documents captured during referral are automatically available during the intake process by Operations or Programming staff.
Integrated CorrectTech modules working together:
Document Center, Assessments, Case File Audits, Monitoring Audits, and Global Data Manager

EBP Implementation

Click on our EBP icons below to see how we've implemented EBP in our case planning software.

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