End-to-End Visibility

Track referrals from intake to completion, without relying on emails, notes, or follow-ups to understand status.

Complete Referral Tracking

Keep visibility from intake through the lifecycle &  even to external  organizations. Know whats happening at all times.

Centralized Referral View

See all referrals in one place. Identify delays, track turnaround times, and understand which partners are responding consistently.

Referral Management Made Simple, Structured, and Accountable

  • For Care Agencies
  • For Individuals
  • Track every referral without manual follow-ups
  • Reduce delays and missed handoffs
  • Improve coordination across teams and partners
  • Capture needs and convert them into referrals
  • Maintain visibility into progress
  • Ensure continuity of care

Structure your Referral Management system with FieldWorker!

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FAQs

Yes. Both sides share a live dashboard that updates at every stage, from Pending Review to Service Completed. Automated notifications go out on every status change, and there’s a built-in messaging thread inside each referral record so nothing gets lost between agencies.

Both. The system handles inter-agency referrals to external providers as well as intra-agency transfers between your own service lines. For example, moving a client from personal care to skilled nursing, or adding respite care. The workflow is the same in both cases: initiate, match, transmit securely, and track to completion.

Fieldworker suggests a ranked list of suitable agencies based on the client’s needs and referral reason. You can filter by location, specialization, and eligibility, and each listing shows required documentation and response times, so you can decide without leaving the platform.

The referral form pulls directly from the client’s existing Fieldworker profile, demographics, needs assessment, service history, and is transmitted through encrypted channels. Client consent is a mandatory checkbox before any referral can be submitted. The system is built for HIPAA and GDPR compliance, with secure access controls throughout.

No. The receiving agency updates the status as the client progresses, and your team gets automated follow-up reminders at set intervals. The reporting module also tracks success rates, decline reasons, and average time-to-acceptance across all referrals.

No, it covers the full range. Hospital discharge transitions, specialized clinical services, community resources (housing, food, legal aid), crisis referrals, and long-term care transitions are all supported. The referral type field adjusts the workflow dynamically, so the right fields appear for whatever the client needs.

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