The Inbound Referrals Dashboard is where you'll find all the referrals that have been approved by care management organizations and sent to your program. It's designed to give you everything you need to follow up with people seeking services.
You can get there through your referral notification, or by going to nwfhealthconnects, signing in, and clicking on My Program Tools and then Inbound Referral Dashboard.
What You'll Find on Your Dashboard
Each referral includes:
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The seeker's contact information so you can reach out and start providing your service.
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A copy of the screener that the case manager submitted with the referral.
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A way to update the referral status as you work with the seeker.
A Dashboard Overview
Within your dashboard you will see the following:
A. Seeker being referred
B. Referral screener filled out by the case manager
C. Referral status update drop down
D. Service reimbursement button
New referrals are easy to find. They will have a "New" badge, a highlighted background, and bold text. This helps you quickly see which ones need your attention.
Viewing the Screener
The first step in your workflow is to review the screener that the case manager submitted with the referral. Here’s how to do it:
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On your dashboard, find the referral you want to review.
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Click the "View" button located in the screener column.
Once you're viewing the screener, you can:
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Print the form by clicking the "Print Form" button.
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See the FSFN Case ID, which is part of the Florida Safe Families Network system.
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Review the seeker's information.
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Check which service has been authorized, including the quantity and frequency of the service.
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See if the service is court-ordered.
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See if the referral is time-sensitive. If it says "Yes," it means the service needs to be provided within 24 to 96 hours.
Reaching Out to the Seeker
After you've reviewed the screener to see which service you are providing, use the contact information on the dashboard to reach out to the seeker. To find this information, simply click on the applicant's name on your dashboard. This will open their seeker profile, where you can find their personal information and begin providing your service or resource.
💡These referrals have been approved by the care management organization. That means the service can be reimbursed through the platform so you can reach out immediately to start providing it!
Depending on the service type and frequency you select in the screener, you might offer multiple services to a seeker in a single month.
Updating the Referral Status
Once you have provided the service or resource, you can use the status drop down in the inbound referral dashboard to select “Got Help”.
You can use the other statuses to communicate where this referral is at. To see what they mean, review the Referral Status support article.