How to Make a Referral Packet

If your client needs multiple referrals, creating a referral packet may be the best option. Follow these steps to build and send one:

1.) First go to the client profile of the client you are wanting to make a packet for. On the clients profile, choose the resource tab and go to the resource directory.

Resource directory navigation — Client Resource Tab

2.) Start by searching for the resources your client will need. When you find a service, click the plus (+) button under the service name to view referral options. Select “Add to Referral Packet.”

Different methods of sending referrals — Methods of Referrals

3.) After adding all needed services, you will compile the referrals by using the “Compile Referrals” button located under the map.

Map of services near a client — Services Map

4.) Next you Decide how you want to share the packet with your client:

Email
Test Message
Print

Referral packet compiled — Referral Packet

Note: You can send the packet multiple times via email or text if needed.

5.) If any services in the packet allow for direct referrals, you’ll see a “Prepare Form” button next to those agencies. Click it to fill out the required form and submit the referral directly through the system.

List of services in the client packet — Referrals in Packet

6.) Even if you don’t send a direct referral, you must log each referral in the packet to ensure proper data collection and reporting.

Note: If you’re unsure how to log a referral, refer to the “How to Log Referrals” guide.

All Guides