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Human Services Referral Management Needs

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08-27-2024 12:13 PM
Kara_Shindle
Frequent Contributor

Have had several Human Service departments lament the issues with intake and referral management.  They took a look at the GIS Request Management solution and we thought that it could easily be modified to receive & assign referrals.  The kicker is that then they want a recovery plan to be generated based off of the inputted information (hello S123 reports).  Some of these referrals need to be dealt with in an urgent fashion, and the request template has definitely got their thinking juices flowing!

Referrals come from a variety of sources, some by an individual themselves, or from medical, law enforcement, or human service connections, but also from being in the field.  Intaking them is a fulltime job that they use a spreadsheet for, but are struggling due to issues with less technical individuals not knowing how to enter demographic data or who are adding in data entry errors.  They want a form for mobile data collection that allows for standard data entry, high-level reporting based on demographics and location of referrals, and reduction of duplicative data entry.  Audit tracking and limited editor access a must!  They would also like to know where to geographically target their efforts for placing services based on this information.

3 Comments
BrandiRank22

@Kara_Shindle Reading your post and it got me thinking that the Homelessness Point-In-Time solution might be something you would be interested in checking out.  It might be another solution that wasn't built specifically for what you are describing, but might meet the needs you are talking about.

Kara_Shindle

I'll check it out - I had deployed that this year for another department and hadn't made that connection.  What part of that solution do you think resonates with what I had written?

ScottOppmann
Status changed to: Needs Clarification

@Kara_Shindle - Typically, we find this information is stored in a HHS case management system. 

You could potentially use Community Health Outreach to inventory service providers and then recommend the closest service provider during the intake/referral process. 

You could also use that information along with the Social Equity Analysis solution to better understand where services could be better allocated.