When searching the Resource Directory from a client’s profile, there are several helpful features to guide you in making the best possible referral for the client in need.

1.) First you will go to the client profile that you want to provide services to. From the client profile you will go to the Resource tab, select go to resource directory.

2.) If you’ve already completed an assessment with the client, you may notice symbols next to some resource categories. These provide insight into the client’s needs:

a. Asterisk (*): Indicates that a referral has already been sent to an agency within that category. You can still make additional referrals if needed.

b. Plus sign (+): Indicates that the client has a need in this area and may benefit from additional referrals.

3.) Additionally, when accessing the Resource Directory through a client profile, you’ll also have access to any completed intakes. These can help guide your search and ensure referrals are aligned with the client’s specific needs.