Warm Referrals
Connected handoffs, not cold calls.
Create a referral and the receiving organization gets notified instantly. Track whether they accepted, whether your client showed up, what happened next. No more wondering if your referral went anywhere.
- Instant push notifications to receiving organization
- Track status: pending, accepted, declined, completed, no-show
- 48-hour auto-expiration keeps things moving
- Urgency levels: routine, urgent, emergency
- Full referral history on every client record
9:41 AM
My Referrals
Sent (4)
Received (2)
James Morrison
→ Union Rescue Mission
Accepted by Sarah K. at 2:15 PM. Expecting arrival tonight.
Sent 3 hours ago
Robert Chen
→ VA Medical Center
Urgent
Veteran needing medical evaluation. Notes: chest pain reported.
Sent 45 min ago • Expires in 47h 15m
Maria Santos
→ Harbor Light Center
Client arrived and checked in successfully.
Yesterday at 6:30 PM
David Park
→ City Hope Shelter
Client did not arrive within window.
2 days ago