Managing Referral Partner Entity Accounts

All referral partner entity accounts are created when RecoveryLink staff users create new referral providers through the referrals service. This is done by adding a new entity, where Staff create a referral entity provider profile and prove 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). Once the new provider entity is added, the email used in the Referral partner email address field for the main profile will generate an email to the referral partner entity with login instructions and a temporary password.

Add New Referral Entity Partner

Once logged in as the entity administrator (the account created in the step above), the referral partner entity admin can manage their entity information, as well as create logins for different staff of the referral entity that will help to manage incoming referrals. Passwords and user management for the referral partner entity are done through the partner dashboard administrative section, where passwords and login emails can be edited as needed.

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.