Closed-Loop Referral System

RecoveryLink features a closed-loop referral system that transforms the ways in which staff users provide and facilitate referrals with participants. Within any engagement session template that uses the referrals block (customizable by the enterprise administrator in the customization engine) , or ad hoc through the participant profile, staff can make referrals for participants that bring the referral entity partner provider into the process for seamless care coordination.
At the time of referral, staff can now lookup referral entities that exist within the RecoveryLink referrals provider database based on types of services provided, the types of participants they serve, as well as based on geographic proximity to any address. Existing referral providers are classified as confirmed (information is accurate according to the referral partner entity), under review (information is being reviewed by the referral partner entity), and unconfirmed (the referral partner entity has not logged into the system yet) depending on if the referral entity provider partner has logged into the system to verify their entity information in the past. 
Referral Entity Partner Lookup View
If a referral provider does not exist, staff must create new referral providers through the referrals service while in the referrals block (the service will open by selecting "Lookup Referral"). Staff do this by creating a referral entity provider profile and providing information on the type of services they provide (using the core RecoveryLink taxonomy of Recovery domains, as well as the open referral taxonomy specifications which allow for classification of referral types in nearly 400 categories). All new referral partner entities have a core profile and then can have one to many service locations defined (each with their own specific services offered at that location).
Add New Referral Entity Partner
Once a referral partner entity is added by staff, or an existing referral partner entity is selected, the referral can be made for the participant. If a new referral provider was created, the partner is notified over email that they have been added to the RecoveryLink system as a referral provider. This notification allows the referral provider to login to the RecoveryLink application, creating logins for administration as well as different staff of the referral provider. Once logged in, the referral provider can validate, update, and provide more information about their services and/or locations. 
If electing to use the platform, Referral entity partners also have the ability to accept and update referral statuses (i.e., partner status) that are sent to them, as well as provide notes and outcomes data on each referral which links directly to the staff application and participant data so each party is kept in the loop of progress on a specific referral. Importantly, participants and staff users have the ability to provide updates on referral status in addition to the external referral provider, and the referral system will use automation source of truth rules to always update the most accurate information on a referral at any given time.
As not every external referral provider will desire to use the closed-loop referral system, management of referrals can also be maintained only by staff and/or participants as well. 

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