Referrals: Current State

Thank you for your interest in the HIFIS Improvement Project about Referrals and Service Matching.

This is survey 1, covering the current state of referrals in HIFIS and the need for change.

For the purposes of this survey, here are some definitions:

A “referral” is referring to any time when you have a client and you arrange for them to receive services at another organization. This could be a simple referral (“here’s the address/phone number”) or a warm transfer (“I’m introducing you to your new caseworker”). It could include a service hand-off (“you’re moving into supportive housing”) or a supplemental service (“let me connect you with the health clinic”). Prioritization decisions are included as referrals (“we’ve agreed that this client will be matched to this housing resource”).
“Tracking referrals” means any information related to the referral process that you want/need to collect.

Regularly add Express Services for each Referral

Custom Tables

Have made "Referred From" and/or "Referred To" mandatory on at least one module (e.g. Admissions)

Use Waiting Lists

We track at least some referrals information outside of HIFIS

Other (please specify)

Top 1 - It's the single biggest improvement that we urgently want to see

Top 3 - There are 1-2 things we want more, but this is definitely up there

Top 10 - We have a pretty long list of things we want to see, but this is still important

Not in the top 10 - Improving referrals would be nice, but not a top priority for us

About You

We are collecting this information to provide context to the responses we receive, and also so we have a better idea of how representative the responses collected are.

HIFIS Administrator (involved with managing HIFIS at a system level)

Executive Director, Director, or other top job at a service provider

Manager or Supervisor at a service provider

Front line staff (directly delivering services to clients)

Other

We are the CE and the HIFIS Lead for our community

We are the HIFIS Lead for our community but not the CE

We are the CE but not the HIFIS Lead for our community

We are neither the CE nor the HIFIS Lead for our community

Not sure