Setting Up Your Referral Site

1. Go to the Service Finder and Add a New Site.
2. Search for your location. If it is not in the system, enter site information.
3. Enter contacts and make sure to have a Service Finder Primary Contact and Referral System Primary Contact.
4. Enter Programs that are available at your location and indicate which programs are accepting referrals.
5. Identify Services that are offered by your location. These services will be used to in the referral system to help connect customers to your location.
6. Preview and submit.
7. If you do not have a partner account, submit a request for a partner account.
8.  

Instructions:

• IwN Service Finder - Creating A New Site
• Referral Guide - Part 1

Add Customers and Send Referrals

1. Select add customer and enter required fields.
2. The system will check to see if an account exists. If not, an account will be created.
3. Add the referral.
4. Select referral services that are needed.
5. Select the provider for each of the services that are needed. If a provider is not available, remove the referral service.
6. Once you save your selections, a draft referral will be created for each provider. A tab will be created for each provider.
7. Complete each referral by completing the customer consent, selecting a contact for the referring partner, entering notes as needed, and submitting the referral. Complete this information for each tab.

Instructions:

• Referral Guide - Part 2

Managing Incoming Referrals

1. Filter the results by status.
2. Select the referral and review the information. Once it is viewed, the referral will automatically have a received status.
3. Contact the customer and update the referral with the appropriate status.
4. The status will be updated in a timeline at the top of the referral.
5. Filter the results to find referrals that need to be updated since they are either not complete or not closed.

Instructions:

• Referral Guide - Part 3