Nonprofit director: route caregiver referrals to county partners

Director of Economic Mobility sees caregiver forms buried, causing referral delays and stalled screenings. Each submission reaches the correct county partner so screenings and registrations start promptly.

Overview

Referral delays leave caregivers waiting and county partners scrambling to triage leads. This workflow makes sure each interest form gets to the right county partner and logs a tracked referral so screening and registration scheduling start promptly. The result is faster handoffs, zero missed referrals, and a clear audit trail for your program.

Notable Features

Route forms to county partners
Notify county partners and staff
Create tracked referral records