
The referral lifecycle
From submission to closure — one record, five stages.
- 1
Sent
Referring staff submits the structured form; a unique Referral ID is generated.
- 2
Seen
Receiving agency opens the referral; the referring staff member is notified.
- 3
In Progress
Receiving agency makes contact and begins client enrollment.
- 4
Completed
Service has been delivered — the referral loop is closed and logged.
- 5
Unable to Serve
Agency declined the referral with a documented reason; referring staff is notified.
Privacy and consent, by default.
Client identifiers are de-identified unless the client has signed a consent-to-share release. Data is encrypted in transit and at rest, role-based access keeps referrals scoped to the right agency, and a full audit log is retained for compliance review.