How Do I Track Referrals
How to Track a WIC Referral
How to Track a Referral
Step by step screen shots
Step 1
Go to findhelp.org
Step 2
Log In
Login in if this is your first time using this site) – you must create an account to track referrals you’ve sent for clients.
Step 3
Click on People I’m Helping
Step 4
Click the subheading People
This will show all individuals referred by you.
This will show all individuals referred by you.
Step 5
Select Individual
Select the individual to view their profile
To Check on the Status of the Referral
Step by step screen shots
Step 1
Go to findhelp.org
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
Step 2
Log In
Login in if this is your first time using this site) – you must create an account to track referrals you’ve sent for clients.
Step 3
Click on People I’m Helping. Then click on the subheading People
Step 4
This Will Show All Individuals Referred by You
Step 5
Click on the Individual You Would Like to Send a Message
Step 6
Click Add Note
Step 7
Type your comments where it says “Type your comments here…”
Make note visible to people outside your organization who can see the referral”
Then SAVE.
Step 8
Be sure to Check
Be sure to check the box that says “Make note visible to people outside your organization who can see the referral”
Step 9
Then SAVE
Click SAVE
Step 10
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