TOOL 9, Part C: Referral Pipeline Using the information you collected from staff at your organization and from the referral organization in Part A of this tool, and the integration point(s) you selected in Part B, map out how clients will be referred to the external organization/program (again, bearing in mind that the referral organization may potentially be an in-house department) and your post-referral support process. Target Program: Pre-Referral Referral Process Post-Referral Financial Referral Point in Screen Prepare Connect Support Capability Current Program Clients Clients Clients Clients Services for The in your What do you need to How will you prepare To organization What can/will we do to Referral current program assess about your your clients for the will you refer clients to support our clients workflow where you Identified in clients to determine service? receive this service? after the referral is will make this referral Tool 3, selected their eligibility for this How will clients be made? for referral in referral source? referred to this service Tool 7 to ensure a warm handoff?
TOOL 9, Part C: Referral Pipeline Using the information you collected from staff at your organization and from the referral organization in Part A of this tool, and the integration point(s) you selected in Part B, map out how clients will be referred to the external organization/program (again, bearing in mind that the referral organization may potentially be an in-house department) and your post-referral support process. Target Program: Pre-Referral Referral Process Post-Referral Financial Capability Services for Referral Identified in Tool 3, selected for referral in Tool 7 Referral Point in Current Program The in your current program workflow where you will make this referral Screen Clients What do you need to assess about your clients to determine their eligibility for this referral source? Prepare Clients How will you prepare your clients for the service? Connect Clients To organization will you refer clients to receive this service? How will clients be referred to this service to ensure a warm handoff? Support Clients What can/will we do to support our clients after the referral is made?
CFED-1-Stop-FinCap-Toolkit.docx