For Case Managers
Submit one referral per client and coordinate every response, screening, and placement from a single dashboard — instead of calling providers one at a time.
What you can do
- • Create one structured referral per client and track every response in one place
- • Message matched providers directly on a referral-specific, access-controlled thread
- • Schedule and confirm screenings without switching tools
- • Review and accept provider offers with your client's authorization
- • See organization-wide referral activity across your whole team
Getting started
Start a referral now to see the intake walkthrough, or explore current openings to match a client to a specific residence first.
Case-manager accounts and the full referral-monitoring dashboard are part of a later build phase. This page shows the referral intake experience available today.