How to Track a Referral

Step by step screen shots

Step 1

Go to findhelp.org and Log in

Step 2

Click on People I’m Helping

Step 3

Click the subheading People

This will show all individuals referred by you.

To Check on the Status of the Referral

Step by step screen shots

Step 1

Go to findhelp.org and Log In

Step 2

Click on People I’m Helping. Then click on the subheading People

Step 3

Click on the Person You're Following - View the the Following Screens

  

This will show a summary of referrals, and whether the person got help, couldn’t contact or if the status is pending.

How to Communicate with the DC WIC Team

Step by step screen shots

Step 1

Go to findhelp.org and Log In

Step 2

Click on People I’m Helping. Then click on the subheading People

Step 3

This Will Show All Individuals Referred by You

Step 4

Click on the Individual You Would Like to Send a Message

 

Step 5

Click Add Note

 

Step 6

Type your comments where it says “Type your note here…”

Be sure to check the box that says “Make note visible to people outside your organization who can see the referral” Then SAVE.

Step 7

Comments Written Back Will Show Up in the Notes Section

What do the Status’ in the FindHelp Referral Mean?

Not updated – not addressed, have not attempted to reach out

Needs client action – an employee has called and left a voicemail, WIC staff is waiting to hear back

Referred elsewhere – used for participants living in another state or wants other services not WIC; special cases- this could also mean no capacity

Got help – The participant has been contacted and the appointment has been scheduled

Couldn’t contact – Communication info is incorrect and the employee was unable to make contact with the participant

Not eligible – did not pass income requirement

No longer interested – the participant is no longer interested in receiving services